Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MFS Meridian Funds-US Value A1 USD

Ranked 138 out of 142 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Nevin Chitkara

Nevin P. Chitkara was born in the late 1960’s. He studied at both Boston University and the Massachusetts Institute of Technology, graduating in 1997 with a BA in adminisration and finance. He began his career at Putnam Investments as a global equity analyst intern. In 1997 he joined MFS where he currently works as a fund manager. He runs the MFS Meridian Funds Global Value and US Value funds, and outside of work Chitkara likes to unwind by working on his golf handicap.

Steven Gorham

Steven Gorham is a graduate of the University of New Hampshire and holds an MBA from Boston College. He started his career with MFS in 1989 as a teleservices representative and in 1991 became a member of the financial advisor division sales desk. He joined the Equity research department in in 1992 and became an Investment Officeer in 1996. Steven has been manging funds since 2000 and uses a company orientated, bottom-up process of selecting securities. Steven is a chartered financial analyst and is a member of The Boston Security Analysts society.

Objective

The Funds objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally focuses its investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/01/2018 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7%
2017 1.5% 3.0% -3.0% -1.3% 3.0%
2016 15.7% -2.9% 6.7% 0.8% 10.8%
2015 9.0% 13.1% -3.4% -7.8% 8.2%
2014 23.1% 0.6% 3.6% 7.4% 10.1%
2013 27.2% 14.8% 2.0% 0.6% 8.0%
2012 12.4% 9.2% 0.2% 4.9% -2.0%
2011 1.4% -0.2% -2.9% -8.9% 15.0%
2010 17.2% 10.4% -2.4% -1.8% 10.8%
2009 14.8% -8.7% 9.8% 7.7% 6.4%
2008 -30.3% -16.9% -1.4% 4.2% -18.5%
2007 -4.4% 0.8% 3.8% -4.2% -4.6%
2006 6.4% 2.0% -4.8% 6.3% 3.0%
2005 20.5% 4.9% 7.1% 3.6% 3.5%
2004 5.3% 4.0% 2.2% -1.0% 0.1%
2003 3.3% -9.5% 8.7% 0.2% 4.9%
2002 -17.9% -15.7% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date01/02/2002
  • Share Class size828Mn
  • Base currencyUSD
  • ISIN LU0125979160

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.05%
  • Initial investment1.05

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).