WebbPDF - 1.36 MB Fund factsheet & Marketing Compliance in a box PDF - 845 KB Download our Deloitte Fund Factsheets Solution Marketing Compliance Communication Review Services We can help you master your marketing compliance challenges. You can tailor our services to your specific needs. You pick and choose what you want and we take … Webb3 sep. 2024 · One of the most important parts of a fund factsheet is the “investment objective”. This explains what the fund manager plans to do, in terms of targeting capital gains or income. Here you are ...

MFEKX: Growth Fund R6 Shares MFS

Webb12 apr. 2024 · Size of Fund (Millions) $18,436.5 M. Share Class launch date Feb 03, 1989. Asset Class MultiAsset. Morningstar Category Global Allocation. Lipper Classification Flexible Portfolio Funds. Benchmark Index 36% S&P 500, 24% FTSE World (ex.US), 24% ICE BofA/ML Cur 5-yr US Treasury, 16% FTSE Non-USD WGBI. CUSIP 09251T509. WebbMFBFX: Corporate Bond Fund MFS Login Login to MFS.com For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only User Name : Password : Remember me Forgot your password? Register MFS Access For Shareholders Only Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, … movea in rpg free

Fund factsheet: Marketing Compliance & Design - Deloitte …

Webb2 % of net assets represents the Fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds.Allocations subject to change. 3 The fund itself has not been rated by an independent rating agency. Credit quality ratings on underlying securities of the fund are received from S&P, … Webb• The Fund may have high portfolio turnover, which could increase its transaction costs and an investor's tax liability. Effective Durationmeasures the sensitivity of an asset or … Webb2 mars 2024 · MFS Corporate Bond R6 MFBKX Morningstar Analyst Rating Analyst rating as of Mar 2, 2024 See MFS Investment Hub Quote Chart Fund Analysis Performance … move agein