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

19.66 %

1 Year rank in sector

123/209

Sector

FO Equity - USA

Yield
-
Fund size

£ 6.9 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Money Market
    1.13%
  • Information Technology
    20.73%
  • Financials
    19.7%
  • Consumer Discretionary
    13.88%
  • Industrials
    10.68%
  • Real Estate
    8.28%
  • International Equities
    98.94%
  • Cash & Cash Equivalents
    1.06%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.33 %10.9 %19.66 %0 %0 %
Sector4.17 %11.65 %19.78 %35.91 %81.38 %
Rank within sector163 / 219140 / 218123 / 209 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20182017201620152014
Fund3.65 %17.12 %10.57 %0 %0 %
Sector4.23 %16.78 %8.86 %-1.57 %10.68 %
Rank within sector162 / 219113 / 20985 / 193 / /
Quartile th3 rd3 rd2 nd th th

Price movement

52 week high13.35
52 week low11.07
Current bid price0
Current offer price0
Current mid price13.33

Holdings by region

  • 1.13% Money Market

Holdings by sector

  • 20.73% Information Technology
  • 19.7% Financials
  • 13.88% Consumer Discretionary
  • 10.68% Industrials
  • 8.28% Real Estate
  • 7.68% Energy
  • 6.99% Health Care
  • 5.72% Consumer Staples
  • 5.21% Utilities
  • 1.07% Cash & Cash Equivalents

Holdings by asset type

  • 98.94% International Equities
  • 1.06% Cash & Cash Equivalents

Individual holdings

  • 3.96% Owens Corning
  • 3.56% Take-Two Interactive Software Inc
  • 3.19% Grand Canyon Education Inc
  • 3.19% Unum Group
  • 3.16% Tyson Foods Inc
  • 3.13% Electronic Arts Inc
  • 3.05% Five Below Inc
  • 2.99% Intuit Inc
  • 2.93% SBA Communications Corp REIT
  • 2.87% Citigroup Inc