The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: MFS versus Robeco
FSA compares two US large-cap products: the MFS Meridian US Value Fund and the Robeco BP US Large Cap Equities Fund.
Fees
The retail share class of the MFS fund has ongoing charges (OCF) of 2.67%, while the Robeco fund’s OCF is 1.42%, according to Wolfstetter.
The MFS fund is more expensive than its peers, while the Robeco fund is competitively priced. The peer median of US large-cap equity funds is 1.48%, Wolfstetter said.
“The retail share class of the MFS Value is quite pricey,” Wolfstetter said.
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