0000044210 00000 n 0000082210 00000 n SPDR® MFS Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. Global Contacts MFS Instl ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. To compensate for this extra risk, investors expect higher investment returns. See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Base currency. 0000004125 00000 n 0000024451 00000 n 0000014076 00000 n 0000005750 00000 n MFS Meridian Global Equity Inc A1 USD: GBP-7.1%: 56 Jupiter Global Equity Income Retail Acc: GBP-7.2%: 57 Oyster US Value R USD: GBP-7.5% 0000009758 00000 n The fund normally invests at least 80% of the fund’s net assets in equity securities. A research-driven global equity fund that invests primarily in small and medium capitalization companies. The MFS MFS ® Fully Hedged Global Equity Trust summary. 0000001436 00000 n Prudential Retirement's group annuity contracts are issued by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, a Prudential Financial Company (California Certificate of Authority No. 0000050546 00000 n 0000007135 00000 n 528 0 obj <> endobj xref The latest fund information for BMO Responsible Global Equity 2 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. We apologize for this inconvenience. Fact SheetMFS. 0000033091 00000 n 0000011676 00000 n 0000006706 00000 n MFS Global Growth A MWOFX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. 0000003270 00000 n Please try back again during regular business hours. The fund invests primarily in equity securities of companies located in developed and emerging market countries. 0000036997 00000 n 0000002297 00000 n From 2006-2009, Mr. Ling was a global equity research analyst at MFS. Launch date. trailer <<86AAA961EF764C7D98BAD539B4F1F4BC>]/Prev 245050/XRefStm 1812>> startxref 0 %%EOF 584 0 obj <>stream 0000039646 00000 n Fact sheet Fact sheet. Investment Objective: MFS Investment Funds - Global Equity Fund USD Acc The fund’s investment objective is to seek capital appreciation. 0000003782 00000 n ®Global Equity Fund. The Fund focuses on equity real estate investment trusts (REITs) believed to have attractive valuations and above-average growth prospects. Investment team Portfolio Managers. 0000009845 00000 n 0000050934 00000 n 0000008107 00000 n Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 0000005777 00000 n As of September 30, 2020. SPDR® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. K���s7��*�L��?Ѓ��Z��Т�K�_�d�V���n�W���9{�i. 0000013033 00000 n 0000050188 00000 n Objective Seeks capital appreciation. 0000008555 00000 n 0000008413 00000 n 0000000016 00000 n Overview Performance Portfolio Manager Literature Prices. MFS Meridian Global Equity Institutional Fund: Employer Core; Employee Core; Non-Core; Invests in shares throughout the world. H�\��j�0��~ MFS Global Equity Fund Class R6 A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Massachusetts Financial Services Company Asset Class Global - Blend Primary Index MSCI World Index (net) Broad Based Index MSCI ACWI Large Cap NR USD Net Assets $1,027.1 Million Inception Date 06/01/2012 Ticker MWEMX Gross Expense Ratio 0.82% 0000024901 00000 n 0000104628 00000 n 0000006312 00000 n 0000104667 00000 n %PDF-1.7 %���� MWEMX | A complete MFS Global Equity Fund;R6 mutual fund overview by MarketWatch. Fund facts. The Fund’s objective is capital appreciation, measured in U.S. dollars. Prudential Retirement's Website is temporarily unavailable due to planned maintenance. View mutual fund news, mutual fund market and mutual fund interest rates. Equity REITs invest directly in real property, receive income from rents and may realize gains by selling appreciated property. Learn about MFWTX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. ���:U��d�S�$��� �p�n��T��L�S����"��z'�+�"�e��f�8�� MFS Inv Global Concentrated Eq Fd - The Sub-Fund's investment objective is to seek capital appreciation. 0000002002 00000 n Management employs a flexible geographic approach in seeking stocks of companies that have significant growth potential and/or whose valuations do not reflect the fundamental strengths of … The MFS MWOFX MFS ® Global Growth Fund summary. See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000002853 00000 n h�bb�c`b``Ń3� ���ţ�1���� 0 ` endstream endobj 529 0 obj <>>>/Lang(en-US)/MarkInfo<>/Metadata 23 0 R/OpenAction 530 0 R/Outlines 13 0 R/Pages 22 0 R/StructTreeRoot 25 0 R/Type/Catalog/ViewerPreferences<>>> endobj 530 0 obj <> endobj 531 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/StructParents 0/Tabs/S/Thumb 20 0 R/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 532 0 obj <>stream The fund normally invests at least 80% of its net assets in equity securities. 0000082171 00000 n The fund’s investment objective is to seek capital appreciation. 0000024628 00000 n Fund benchmark MSCI World Index (net div) Risk measures vs. benchmark (Class I) Alpha 0.91 Beta 0.99 Sharpe Ratio 0.70 Standard Deviation … 0000007648 00000 n ... Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$5.00m (31/12/2020) Fund Inception: 01/07/1997: Closed to new business: No Q3 | 2020. The following links open in a new window: Information contained on this site does not, and is not intended to constitute an advertisement, solicitation or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or otherwise regulated. 0000047754 00000 n 0000126519 00000 n The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The returns will be more volatile and less secure than from UK government bonds. 0000011104 00000 n Fund size. The Fund seeks capital appreciation by investing primarily in the common stock, convertible debt, warrants and preferred stocks of large, non-U.S. issuers. 0000048196 00000 n 0000010485 00000 n 0000013536 00000 n 0000004239 00000 n 3-5 Year EPS Growth 7.44% Index Dividend Yield 2.46% Price/Earnings Ratio FY1 14.50 Number of Holdings 57 Price/Book Ratio 1.72 The investment seeks capital appreciation. 0000015980 00000 n h�b``�```od`c`��� Ȁ ��@Q� �� ��0`b"��\M�XL�c�NX\����BJ��@� Unll�v� N&��@��-�"��,Jl���05]n``����g�\���˖�S��f�sx���2Mx����͉�YD�1�1�2-�yk�bWy���Ul5�"h&D�|e�Y���h���O��a`r��L �RP�00b��+��e`Rb��k1������W*�����j'@� zFB� endstream endobj 583 0 obj <>/Filter/FlateDecode/Index[25 503]/Length 40/Size 528/Type/XRef/W[1 1 1]>>stream 528 57 0000002253 00000 n Investment Objective: MFS Meridian Funds - Global Equity Fund A1 EUR: The Fund’s objective is capital appreciation, measured in U.S. dollars. 0000014690 00000 n 08003). 0000012949 00000 n None. �CI��v!P�r��� ��t��1Nz��O�J38�ٖ� 0000033245 00000 n 0000028253 00000 n 0000017283 00000 n The Fund’s objective is capital appreciation, measured in U.S. dollars. MFS Global Equity I MWEIX Morningstar Analyst Rating Analyst rating as of Feb 21, 2020. Ryan McAllister, CFA 12 years with MFS 18 years in industry Roger Morley 18 years with MFS 23 years in industry. MFS state that the fund’s objective is capital appreciation. View the latest MFS Meridian Global Equity (Class A1 GBP) SICAV Accumulation Fund price and comprehensive overview including objectives, charges and savings. 0000019219 00000 n MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. 0000033175 00000 n 3-5 Year EPS Growth 12.77% Index Dividend Yield 1.68% Price/Earnings Ratio FY1 18.11 Number of Holdings 50 Price/Book Ratio 2.96 0000004276 00000 n Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Newark, NJ, and its related entities registered in many jurisdictions worldwide. 0000020681 00000 n 0000048725 00000 n £11.4m. The MFS MWEFX MFS ® Global Equity Fund summary. 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