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(s)
John E. Stocks
since 01/09/2015
Jonathan W. Sage
since 01/09/2015
James C. Fallon
since 01/09/2015
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

12.52 %

1 Year rank in sector

129/208

Sector

FO Equity - USA

Yield
-
Fund size

£ 6.5 m

FE Risk score

93

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    99.19%
  • Cash & Cash Equivalents
    0.84%
  • Others
    -0.03%
  • Financial Services
    27.29%
  • Technology
    17.73%
  • Utilities
    10.35%
  • Leisure
    9.61%
  • Consumer Staples
    5.38%
  • US Equities
    99.16%
  • Cash & Cash Equivalents
    0.84%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.26 %7.1 %12.52 %0 %0 %
Sector1.69 %7.3 %15.23 %24.8 %80.31 %
Rank within sector60 / 219129 / 214129 / 208 / /
Quartile th2 nd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund15.39 %10.57 %0 %0 %0 %
Sector15.5 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector112 / 20985 / 193 / / /
Quartile th3 rd2 nd th th th

Price movement

52 week high12.69
52 week low10.98
Current bid price0
Current offer price0
Current mid price12.67

Holdings by region

  • 99.19% USA
  • 0.84% Cash & Cash Equivalents
  • -0.03% Others

Holdings by sector

  • 27.29% Financial Services
  • 17.73% Technology
  • 10.35% Utilities
  • 9.61% Leisure
  • 5.38% Consumer Staples
  • 5.37% Energy
  • 5.07% Retail
  • 4.7% Industrials
  • 4.28% Health Care
  • 3.81% Automobiles

Holdings by asset type

  • 99.16% US Equities
  • 0.84% Cash & Cash Equivalents

Individual holdings

  • 3.81% Owens Corning
  • 3.64% Take-Two Interactive Software Inc
  • 3.62% Electronic Arts Inc
  • 3.17% Priceline Group Inc
  • 3.09% Grand Canyon Education Inc
  • 3.02% Unum Group
  • 2.95% Intuit Inc
  • 2.89% Tyson Foods Inc
  • 2.87% Citigroup Inc
  • 2.81% Five Below Inc