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MFS Meridian Funds - Prudent Capital Fund W1 EUR (0P0001CQ2N)

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16.970 -0.230    -1.34%
09/09 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 2.37B
Type:  Fund
Market:  Luxembourg
Issuer:  MFS Investment Management Company (Lux) S.à.r.l
ISIN:  LU1761538575 
Asset Class:  Equity
MFS Meridian Funds - Prudent Capital Fund W1 EUR 16.970 -0.230 -1.34%

0P0001CQ2N Overview

 
Find key information about the MFS Meridian Funds - Prudent Capital Fund W1 EUR fund including performance, price, total assets, risk rating, minimum investment, market cap and category. Review manager background, investment policies (including diversification), and past performance. In addition we provide you related 0P0001CQ2N news, analysis tools, interactive charts and analysis articles. Add MFS Meridian Funds - Prudent Capital Fund W1 EUR (0P0001CQ2N) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: LU1761538575)
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Rating
1-Year ChangeN/A
Prev. Close17.2
Risk Rating
TTM Yield0%
ROE28.79%
IssuerMFS Investment Management Company (Lux) S.à.r.l
Turnover22%
ROA13.46%
Inception DateFeb 16, 2018
Total Assets2.37B
Expenses0.93%
Min. InvestmentN/A
Market Cap29.94B
CategoryUSD Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1028 1049 1005 1225 1253 -
Fund Return 2.78% 4.87% 0.53% 7.01% 4.62% -
Place in category 1583 437 1528 865 609 -
% in Category 94 23 99 68 55 -

Top Equity Funds by MFS Investment Management Company (Lux) S.à.r.l

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1985812830 3.8B 21.84 19.34 -
  LU1442550205 2.37B -0.35 6.61 -
  LU0808562705 1.65B 0.32 5.60 4.01
  LU1761538146 207.24M 5.72 5.56 -
  LU0219418679 37.96M 5.85 7.32 6.92

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Income and Growth P EUR 58.57B 7.59 9.10 8.35
  LU0331284793 394.45M 3.98 9.90 5.51
  LU0408221512 1.56B 4.72 11.29 6.84
  Global Allocation Fund X2 Use 1.05B 5.77 13.21 8.68
  LU0523293024 1.37B 5.17 12.12 7.64

Top Holdings

Name ISIN Weight % Last Change %
  Euronext NL0006294274 3.91 160.30 +0.75%
  iShares Physical Gold IE00B4ND3602 3.54 84.76 -0.72%
  Booking - 2.94 174.32 +0.51%
  Auto Trader Group Plc GB00BVYVFW23 2.66 484.80 -0.86%
  B3 SA Brasil Bolsa Balcao BRB3SAACNOR6 2.57 17.76 +2.14%

Technical Summary

Type 5 Min 15 Min Hourly Daily Monthly
Moving Averages - - - Sell Buy
Technical Indicators - - - Sell Strong Buy
Summary Neutral Neutral Neutral Sell Strong Buy
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