MFSV seeks capital appreciation by investing in an actively managed portfolio of common stocks deemed as undervalued. The fund may invest in companies of any size but intends to primarily invest in large-caps. It may also invest in foreign securities and concentrate assets in a single industry or sector. Investment decisions are based on a bottom-up fundamental approach, considering financial, market, and economic conditions. The adviser evaluates earnings, cash flows, valuation, momentum, competitive position, management ability, and ESG characteristics among other factors, and may utilize quantitative screening tools. The fund may engage in active and frequent trading, which results in a high portfolio turnover.
公司网站 :
https://www.mfs.com/en-us/investment-professional/product-strategies/exchange-traded-funds/MFSV-active-value-etf.html#tab-overview
总经理:-
建立时间:2024
公司总部:MFS Active Exchange Traded Funds Trust MFS Active Value ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds