This strategy, which includes the U.S.-sold MFS Limited Maturity as well as the UCITS MFS Meridian Limited Maturity, boasts a capable management team backed by a growing contingent of credit analysts. Thanks to recent investments in its research capabilities, its Process Pillar receives an upgrade from Average to Above Average. As a result, the U.S.-sold I, R4, and R6 share classes, as well as the UCITS I1 share class, receive Morningstar Analyst Ratings of Bronze. The strategy's more expensive share classes receive Neutral or Negative ratings.
Will EALMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EALMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EALMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EALMX’s parent organization’s priorities and whether they’re in line with investors’ interests.