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Mfs Meridian Funds - Prudent Wealth Fund I1 Gbp (0P0000SIMT)

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284.800 +0.870    +0.31%
19/04 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.66B
Type:  Fund
Market:  United Kingdom
Issuer:  MFS Meridian Funds
ISIN:  LU0583243612 
Asset Class:  Equity
MFS Meridian Funds - Prudent Wealth Fund I1 GBP 284.800 +0.870 +0.31%

0P0000SIMT Overview

 
Find basic information about the Mfs Meridian Funds - Prudent Wealth Fund I1 Gbp mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000SIMT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0583243612)
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Rating
1-Year Change7.03%
Prev. Close283.93
Risk Rating
TTM Yield0%
ROE15.17%
IssuerMFS Meridian Funds
Turnover24%
ROA6.49%
Inception DateFeb 01, 2011
Total Assets2.66B
Expenses1.02%
Min. Investment1,500,000
Market Cap16.31B
CategoryUSD Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 993 1020 1056 1115 1321 2229
Fund Return -0.69% 1.98% 5.64% 3.71% 5.73% 8.35%
Place in category 1301 1330 560 653 240 39
% in Category 94 97 41 60 30 8

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFSM European Value Fund I1 GBP 2.8B 0.01 5.95 9.06
  MFSM European Value Fund W1 GBP 2.8B 0.00 5.70 8.65
  MFSM Global Equity Fund I1 GBP 2.95B 3.51 7.43 10.30
  MFSM Global Equity Fund W1 GBP 2.95B 3.47 7.16 9.89
  MFSM US Value Fund I1 GBP 1.85B 5.11 11.87 11.29

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Multi Asset Income Fund I Ag 17M -3.17 3.21 -
  Capital Group Global Allocation Fzg 1.26B 6.14 4.93 7.65
  Capital Group Global Allocation Fcg 1.26B 6.39 5.77 8.48
  Capital Group Global Allocation zdg 1.26B 6.15 4.92 7.65
  H Portfolios World Selection 3 Clag 877.86M 4.43 2.68 5.06

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 4.25% - 3.93 - -
United States Treasury Notes 3% - 3.90 - -
  iShares Physical Gold IE00B4ND3602 3.18 46.50 +0.30%
United States Treasury Notes 2.25% - 3.10 - -
United States Treasury Bonds 2.38% - 3.09 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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