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Mfs Meridian Funds - Inflation Adjusted Bond Fund W2 Usd (0P0000WZ1Y)

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7.600 -0.020    -0.26%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 89.69M
Type:  Fund
Market:  Luxembourg
Issuer:  MFS Meridian Funds
ISIN:  LU0808562028 
Asset Class:  Bond
MFS® Meridian Funds Inflation Adjusted Bond Fund 7.600 -0.020 -0.26%

0P0000WZ1Y Overview

 
On this page you'll find an in-depth profile of Mfs Meridian Funds - Inflation Adjusted Bond Fund W2 Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000WZ1Y among other information.
Category

USD Inflation-Linked Bond

Total Assets

89.69M

Expenses

0.08%

Inception Date

Aug 24, 2012

Investment Strategy

The Fund’s objective is total return that exceeds the rate of inflation as measured in the U.S. over the long term, measured in U.S. dollars. The Fund invests primarily (at least 70%) in inflation-adjusted debt instruments. The Fund invests primarily in U.S. Treasury inflation-adjusted debt instruments, but may also invest in (i) inflation-linked swaps, (ii) inflation-adjusted debt instruments issued by other U.S. and foreign government and corporate entities and (iii) non-inflation-adjusted debt instruments, including corporate bonds and securitized instruments. The Fund invests substantially all of its assets in investment grade debt instruments. The Fund may invest a relatively large percentage of its assets in a small number of issuers. The Investment Manager may consider environmental, social and governance (ESG) factors in its fundamental investment analysis alongside other factors.

Contact Information

Address L-1246, Luxembourg
,
Luxembourg
Phone -

Top Executives

Name Title Since Until
Geoffrey L. Schechter Investment Officer 2017 Now
Biography Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Erik S. Weisman Investment Officer 2004 Now
Biography Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University.
Mark Dow Portfolio Manager 2004 2005
Biography Dow is a portfolio manager with MFS Investment Management, his employer since 1999. Prior to joining MFS, he worked for two years as a senior sovereign analyst at Putnam Investments, and prior to that he worked as an economist at the International Monetary Fund.
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