The FSA Spy market buzz – 28 March 2025
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HEAD-TO-HEAD: Alliance Bernstein versus MFS
FSA compares two US equity products: the AB Select US Equity Fund and the MFS Meridian US Value Fund
Fees
Both funds’ clean share classes rank in their Morningstar categories’ middle quintile, but at 0.81% AB Select US Equity’s ongoing charge is lower in absolute terms versus 0.93% for the MFS fund.
AB Select Equity, however, charges higher fees on the fund’s full-freight retail share classes such as A Acc (1.99%) compared with the A1 USD (1.93%) share class of MFS Meridian US Value.
“That said, both rank in their categories’ costliest quintile,” according to Wolfstetter.
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