Fact sheet: MFS Meridian US Eq Opps

Fund information

Fund name
MFS Meridian US Equity Opportunities W1 USD
Fund company manager
MFS Meridian Funds
Fund type
SIB
Fund manager
Matthew Krummell
since 19/02/2015
Fund objective
The fund's investment objective is to seek capital appreciation, measured in US dollars.
Benchmark
Russell 1000
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

11.58 %

1 Year rank in sector

133/208

Sector

FO Equity - USA

Yield
-
Fund size

£ 6.9 m

FE Risk score

92

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    99.33%
  • Cash & Cash Equivalents
    0.63%
  • Others
    0.04%
  • Financial Services
    29.87%
  • Technology
    21.86%
  • Health Care
    12.44%
  • Utilities
    6.69%
  • Consumer Staples
    5.13%
  • US Equities
    99.37%
  • Cash & Cash Equivalents
    0.63%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.5 %3.64 %11.58 %0 %0 %
Sector-0.47 %3.12 %11.9 %23 %71.03 %
Rank within sector139 / 219113 / 214133 / 208 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund8.83 %10.57 %0 %0 %0 %
Sector8.37 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector110 / 21384 / 197 / / /
Quartile th3 rd2 nd th th th

Price movement

52 week high12.13
52 week low10.27
Current bid price0
Current offer price0
Current mid price11.95

Holdings by region

  • 99.33% USA
  • 0.63% Cash & Cash Equivalents
  • 0.04% Others

Holdings by sector

  • 29.87% Financial Services
  • 21.86% Technology
  • 12.44% Health Care
  • 6.69% Utilities
  • 5.13% Consumer Staples
  • 4.77% Basic Materials
  • 4.28% Industrials
  • 3.22% Leisure
  • 3.13% Cyclical Consumer Goods
  • 3.11% Automobiles

Holdings by asset type

  • 99.37% US Equities
  • 0.63% Cash & Cash Equivalents

Individual holdings

  • 3.62% Bank of America Corp
  • 3.22% Electronic Arts Inc
  • 3.13% Priceline Group Inc
  • 3.11% Owens Corning
  • 2.76% STAG Industrial Inc REIT
  • 2.73% Grand Canyon Education Inc
  • 2.73% Unum Group
  • 2.72% First Data Corp
  • 2.69% East West Bancorp Inc
  • 2.65% LogMeIn Inc