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. Opportunistic, multi-cap core approach that uses both fundamental and quantitative analysis May be concentrated in a relatively small number of companies or sectors.
Benchmark
Russell 1000
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

11.66 %

1 Year rank in sector

149/205

Sector

FO Equity - USA

Yield
-
Fund size

£ 6.8 m

FE Risk score

91

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    98.88%
  • Cash & Cash Equivalents
    1.11%
  • Others
    0.01%
  • Financial Services
    29.62%
  • Technology
    20.43%
  • Leisure
    9.65%
  • Utilities
    7.44%
  • Health Care
    6.7%
  • US Equities
    98.89%
  • Cash & Cash Equivalents
    1.11%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.86 %6.53 %11.66 %0 %0 %
Sector1.94 %5.37 %13.97 %23.95 %69.63 %
Rank within sector147 / 21796 / 211149 / 205 / /
Quartile th3 rd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund9.93 %10.57 %0 %0 %0 %
Sector9.9 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector119 / 21083 / 194 / / /
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 price12.07

Holdings by region

  • 98.88% USA
  • 1.11% Cash & Cash Equivalents
  • 0.01% Others

Holdings by sector

  • 29.62% Financial Services
  • 20.43% Technology
  • 9.65% Leisure
  • 7.44% Utilities
  • 6.7% Health Care
  • 6.1% Industrials
  • 5.18% Consumer Staples
  • 3.45% Automobiles
  • 3.1% Cyclical Consumer Goods
  • 2.45% Energy

Holdings by asset type

  • 98.89% US Equities
  • 1.11% Cash & Cash Equivalents

Individual holdings

  • 3.71% Electronic Arts Inc
  • 3.57% Bank of America Corp
  • 3.45% Owens Corning
  • 3.25% Take-Two Interactive Software Inc
  • 3.1% Priceline Group Inc
  • 2.89% Tech Data Corp
  • 2.86% Grand Canyon Education Inc
  • 2.82% Unum Group
  • 2.8% Intuit Inc
  • 2.8% STAG Industrial Inc REIT