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

12.2 %

1 Year rank in sector

147/205

Sector

FO Equity - USA

Yield
-
Fund size

£ 8.4 m

FE Risk score

93

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    99.37%
  • Money Market
    0.63%
  • Financial Services
    30%
  • Services
    15.2%
  • Health Care
    12.4%
  • Technology
    9.8%
  • Utilities
    6.7%
  • US Equities
    99.37%
  • Cash & Cash Equivalents
    0.63%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.42 %8.48 %12.34 %0 %0 %
Sector0.72 %7.18 %14.53 %22.86 %76.87 %
Rank within sector123 / 21793 / 211147 / 205 / /
Quartile th3 rd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund9.47 %10.57 %0 %0 %0 %
Sector9.01 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector101 / 21183 / 196 / / /
Quartile th2 nd2 nd th th th

Price movement

52 week high12.05
52 week low10.27
Current bid price0
Current offer price0
Current mid price12.02

Holdings by region

  • 99.37% USA
  • 0.63% Money Market

Holdings by sector

  • 30% Financial Services
  • 15.2% Services
  • 12.4% Health Care
  • 9.8% Technology
  • 6.7% Utilities
  • 5.1% Consumer Staples
  • 4.8% Basic Materials
  • 4.3% Industrials
  • 3.2% Leisure
  • 3.1% Automobiles

Holdings by asset type

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

Individual holdings

  • 3.5% Electronic Arts Inc
  • 3.39% Bank of America Corp
  • 3.18% Priceline Group Inc
  • 2.94% Owens Corning
  • 2.85% LogMeIn Inc
  • 2.81% Intuit Inc
  • 2.76% Grand Canyon Education Inc
  • 2.73% STAG Industrial Inc REIT
  • 2.73% Toll Brothers Inc
  • 2.7% PepsiCo Inc