MFS

3 entidades jurídicas49 fondosGBRLUX

Patrimonio

26.374 M

CAGR mediano

6.85 %

Vol. mediana

16.3 %

Máx DD mediano

-33.0 %

Sharpe mediano

0.35

TER mediano

0.90 %

Cifras medianas de los 49 fondos de la casa, ventana Todo. La mediana y no la media: con una casa de un solo fondo afortunado, la media describe a ese fondo y a ninguno más.

Sociedades que componen «MFS»

Entidad	País	Fondos	Clases
MFS Investment Management Company (Lux) S.à.r.l	LUX	40	561
MFS Investment Funds	LUX	8	16
MFS International (UK) Limited	GBR	1	8

Esta tabla cuenta los mismos fondos que las cifras de arriba y que la tabla de abajo: es lo que hace comprobable el agrupado, y esconder una sociedad dejaría la fusión sin auditar.

Fondos de la casa · 49

Categoría

Divisa

Tipo

Ventana

Fondo	Rent.	CAGR	Vol.	Máx DD	Sharpe▾	TER	Morningstar	Patrimonio	Años
MFS Meridian Funds - Contrarian Capital Fund 18 clases LU2991324802 · MFS Investment Management Company (Lux) S.à.r.l	46.4 %	29.02 %	12.8 %	-10.5 %	2.11	0.50 %	—	843,1 M	1.5
MFS Meridian Funds - Emerging Markets Equity Research Fund 12 clases LU2971679100 · MFS Investment Management Company (Lux) S.à.r.l	67.8 %	37.75 %	19.9 %	-13.5 %	1.70	0.65 %	—	5,4 M	1.6
MFS Meridian Funds - Asia Ex-Japan Fund 8 clases LU2971678987 · MFS Investment Management Company (Lux) S.à.r.l	62.1 %	34.86 %	20.9 %	-15.7 %	1.48	0.65 %	—	31,8 M	1.6
MFS Meridian Funds - Emerging Markets Equity Fund 12 clases LU2971679019 · MFS Investment Management Company (Lux) S.à.r.l	48.7 %	27.85 %	17.6 %	-13.6 %	1.35	0.65 %	—	43,7 M	1.6
MFS Meridian Funds - Blended Research European Equity Fund 16 clases LU3095453117 · MFS Investment Management Company (Lux) S.à.r.l	21.3 %	17.24 %	11.7 %	-9.2 %	1.30	0.54 %	—	1177 M	1.2
MFS Meridian Funds - Global High Yield Fund 22 clases LU2647376214 · MFS Investment Management Company (Lux) S.à.r.l	27.7 %	8.20 %	2.9 %	-3.5 %	1.22	0.39 %	—	318,8 M	3.1
MFS Meridian Funds - Contrarian Value 17 clases LU2647376727 · MFS Investment Management Company (Lux) S.à.r.l	67.0 %	18.02 %	12.5 %	-14.5 %	1.22	1.85 %	—	2961 M	3.1
MFS Meridian Funds - Japan Equity Fund 8 clases LU2971679282 · MFS Investment Management Company (Lux) S.à.r.l	43.9 %	25.27 %	19.8 %	-13.6 %	1.07	0.55 %	—	4,6 M	1.6
Visionfund - Europe Core 8 clases LU2050439186 · MFS International (UK) Limited	31.9 %	14.32 %	12.7 %	-14.8 %	0.95	1.66 %	—	308 M	2.1
MFS Meridian Funds - Global Flexible Multi-Asset Fund 15 clases LU2864445718 · MFS Investment Management Company (Lux) S.à.r.l	23.7 %	12.09 %	8.6 %	-8.4 %	0.93	0.50 %	—	19,2 M	1.9
MFS Meridian Funds - Emerging Markets Debt Local Currency Fund 14 clases LU2991324554 · MFS Investment Management Company (Lux) S.à.r.l	14.4 %	9.44 %	6.2 %	-6.6 %	0.88	0.56 %	—	598,7 M	1.5
MFS Meridian Funds - Prudent Wealth Fund 14 clases LU0583243455 · MFS Investment Management Company (Lux) S.à.r.l	222.3 %	7.76 %	8.5 %	-11.2 %	0.84	1.04 %	1 de 5 estrellas	1437 M	15.7
MFS Meridian Funds - Funds Global Equity Income Fund 13 clases LU2579323978 · MFS Investment Management Company (Lux) S.à.r.l	51.5 %	12.83 %	10.5 %	-13.0 %	0.78	0.50 %	3 de 5 estrellas	13 M	3.4
MFS Meridian Funds - Global Research Focused Fund 9 clases LU0648599602 · MFS Investment Management Company (Lux) S.à.r.l	441.5 %	11.82 %	16.3 %	-31.0 %	0.69	0.75 %	2 de 5 estrellas	101,7 M	15.1
MFS Investment Funds - Global Value Fund 3 clases LU0991889105 · MFS Investment Funds	273.1 %	11.19 %	15.3 %	-33.0 %	0.69	0.76 %	2 de 5 estrellas	85,2 M	12.4
MFS Meridian Funds - Prudent Capital Fund 16 clases LU1761538575 · MFS Investment Management Company (Lux) S.à.r.l	72.5 %	6.52 %	8.1 %	-9.6 %	0.68	0.93 %	2 de 5 estrellas	2069 M	8.6
MFS Meridian Funds - U.S. Value Fund 11 clases LU0703052240 · MFS Investment Management Company (Lux) S.à.r.l	418.9 %	11.74 %	16.5 %	-36.3 %	0.68	0.83 %	2 de 5 estrellas	1658 M	14.8
MFS Meridian Funds - Global Intrinsic Value Fund 15 clases LU2971678714 · MFS Investment Management Company (Lux) S.à.r.l	24.0 %	14.22 %	15.1 %	-12.9 %	0.67	0.50 %	—	74,8 M	1.6
MFS Investment Funds - Blended Research Global Equity Fund 2 clases LU1177659973 · MFS Investment Funds	275.1 %	12.03 %	16.9 %	-35.0 %	0.67	0.41 %	5 de 5 estrellas	79,9 M	11.6
MFS Meridian Funds - Global Equity Fund 16 clases LU3105087137 · MFS Investment Management Company (Lux) S.à.r.l	10.8 %	9.41 %	11.1 %	-12.5 %	0.66	—	—	1637 M	1.1
MFS Meridian Funds - European Value Fund 16 clases LU0947761630 · MFS Investment Management Company (Lux) S.à.r.l	405.1 %	13.13 %	17.6 %	-30.9 %	0.64	0.96 %	—	1535 M	13.1
MFS Meridian Funds - European Research Fund 15 clases LU2495342698 · MFS Investment Management Company (Lux) S.à.r.l	48.3 %	9.87 %	11.8 %	-13.8 %	0.61	0.48 %	3 de 5 estrellas	504,1 M	4.2
MFS Investment Funds - Low Volatility Global Equity Fund 2 clases LU1177665780 · MFS Investment Funds	163.8 %	8.69 %	13.2 %	-29.7 %	0.61	0.45 %	2 de 5 estrellas	102 M	11.6
MFS Meridian Funds - Global Concentrated Fund 12 clases LU0648598976 · MFS Investment Management Company (Lux) S.à.r.l	451.9 %	11.96 %	17.3 %	-24.8 %	0.61	1.09 %	1 de 5 estrellas	177,2 M	15.1
MFS Meridian Funds - Global Listed Infrastructure 13 clases LU2622116577 · MFS Investment Management Company (Lux) S.à.r.l	32.0 %	9.52 %	11.1 %	-11.7 %	0.60	0.75 %	—	20,6 M	3.0
MFS Investment Funds - Global Concentrated Equity Fund 2 clases LU0366720562 · MFS Investment Funds	567.7 %	10.96 %	17.5 %	-33.0 %	0.59	0.88 %	1 de 5 estrellas	125,3 M	18.3
MFS Meridian Funds - U.S. Growth 11 clases LU1985811279 · MFS Investment Management Company (Lux) S.à.r.l	166.1 %	14.75 %	22.9 %	-29.8 %	0.59	0.75 %	4 de 5 estrellas	77,7 M	7.1
MFS Meridian Funds - Euro Credit Fund 13 clases LU2553550315 · MFS Investment Management Company (Lux) S.à.r.l	17.8 %	4.87 %	3.4 %	-3.0 %	0.58	0.34 %	5 de 5 estrellas	1291 M	3.4
MFS Meridian Funds - Global Strategic Equity 13 clases LU2553550661 · MFS Investment Management Company (Lux) S.à.r.l	60.7 %	14.78 %	18.0 %	-21.5 %	0.56	0.50 %	3 de 5 estrellas	7,8 M	3.4
MFS Meridian Funds - European Smaller Companies Fund 13 clases LU0944408581 · MFS Investment Management Company (Lux) S.à.r.l	820.0 %	9.32 %	14.8 %	-56.2 %	0.55	1.25 %	3 de 5 estrellas	116,6 M	24.9
MFS Meridian Funds - U.S. Concentrated Growth Fund 8 clases LU0870270740 · MFS Investment Management Company (Lux) S.à.r.l	384.2 %	12.27 %	19.4 %	-32.7 %	0.54	2.57 %	1 de 5 estrellas	327,7 M	13.6
MFS Meridian Funds - European Core Equity Fund 15 clases LU0648598620 · MFS Investment Management Company (Lux) S.à.r.l	353.8 %	10.52 %	16.9 %	-26.9 %	0.54	0.90 %	1 de 5 estrellas	79,2 M	15.1
MFS Meridian Funds - Continental European Equity Fund 12 clases LU0944407773 · MFS Investment Management Company (Lux) S.à.r.l	182.4 %	8.23 %	14.7 %	-29.9 %	0.52	0.85 %	1 de 5 estrellas	10,1 M	13.1
MFS Meridian Funds - Global Total Return Fund 17 clases LU1307990272 · MFS Investment Management Company (Lux) S.à.r.l	80.7 %	5.62 %	9.6 %	-22.8 %	0.51	1.20 %	3 de 5 estrellas	1096 M	10.8
MFS Investment Funds - European Research Fund LU1993969606 · MFS Investment Funds	75.4 %	8.52 %	15.7 %	-31.0 %	0.46	0.47 %	3 de 5 estrellas	15,9 M	6.9
MFS Investment Funds - Blended Research Emerging Markets Equity Fund 2 clases LU1713319355 · MFS Investment Funds	116.3 %	9.25 %	18.0 %	-31.9 %	0.46	0.71 %	5 de 5 estrellas	327,3 M	8.7
MFS Meridian Funds - Diversified Income Fund 16 clases LU2971679365 · MFS Investment Management Company (Lux) S.à.r.l	10.4 %	6.31 %	5.2 %	-5.3 %	0.44	0.50 %	—	49 M	1.6
MFS Meridian Funds - Emerging Markets Debt Fund 24 clases LU0219422606 · MFS Investment Management Company (Lux) S.à.r.l	175.9 %	4.95 %	9.9 %	-23.5 %	0.40	1.52 %	3 de 5 estrellas	2954 M	21.0
MFS Meridian Funds - Global Credit Fund 20 clases LU0458495891 · MFS Investment Management Company (Lux) S.à.r.l	70.6 %	3.23 %	7.4 %	-17.6 %	0.36	1.20 %	4 de 5 estrellas	237,6 M	16.8
MFS Meridian Funds - U.S. Corporate Bond Fund 13 clases LU0870268843 · MFS Investment Management Company (Lux) S.à.r.l	67.5 %	3.86 %	9.2 %	-24.3 %	0.36	0.50 %	—	430,1 M	13.6
MFS Investment Funds - Global Equity Fund LU0214841644 · MFS Investment Funds	424.9 %	8.00 %	17.7 %	-51.5 %	0.35	0.78 %	1 de 5 estrellas	361 M	21.6
MFS Meridian Funds - Global Opportunistic Bond Fund 23 clases LU1761538492 · MFS Investment Management Company (Lux) S.à.r.l	35.0 %	3.54 %	7.4 %	-11.1 %	0.34	0.65 %	2 de 5 estrellas	655,8 M	8.6
MFS Meridian Funds - Limited Maturity Fund 11 clases LU1740847006 · MFS Investment Management Company (Lux) S.à.r.l	31.9 %	3.26 %	6.9 %	-12.3 %	0.33	1.14 %	2 de 5 estrellas	1050 M	8.6
MFS Investment Funds - U.S. Municipal Bond Fund 3 clases LU1774118506 · MFS Investment Funds	34.0 %	3.55 %	8.2 %	-12.2 %	0.30	0.40 %	5 de 5 estrellas	134,8 M	8.4
MFS Meridian Funds - U.K. Equity Fund 9 clases LU2971678631 · MFS Investment Management Company (Lux) S.à.r.l	11.0 %	6.66 %	10.7 %	-11.4 %	0.25	0.50 %	—	15,8 M	1.6
MFS Meridian Funds - Global New Discovery Fund 15 clases LU2553550588 · MFS Investment Management Company (Lux) S.à.r.l	27.3 %	7.26 %	13.7 %	-15.5 %	0.19	0.55 %	2 de 5 estrellas	6,2 M	3.4
MFS Meridian Funds - U.S. Total Return Bond Fund 13 clases LU0870264933 · MFS Investment Management Company (Lux) S.à.r.l	48.6 %	2.95 %	10.0 %	-20.1 %	0.11	1.69 %	2 de 5 estrellas	905 M	13.6
MFS Meridian Funds - U.S. Government Bond Fund 12 clases LU0812851797 · MFS Investment Management Company (Lux) S.à.r.l	15.5 %	1.03 %	7.9 %	-17.4 %	0.06	0.99 %	3 de 5 estrellas	244,1 M	14.1
MFS Meridian Funds - Inflation-Adjusted Bond Fund 11 clases LU0219456174 · MFS Investment Management Company (Lux) S.à.r.l	71.2 %	2.59 %	16.8 %	-27.7 %	0.04	0.50 %	2 de 5 estrellas	51,2 M	21.0

Las clases del mismo fondo van agrupadas en una fila, la mejor según la columna por la que ordenas. Para cruzar esta casa con otros filtros, usa el screener.