MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.5 | 13.7 | -17.6 | 15.8 | 0.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 17/05/2024 | EUR 23.93 | |
Day Change | -0.10% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1307991163 | |
Fund Size (Mil) 17/05/2024 | USD 459.11 | |
Share Class Size (Mil) 30/04/2024 | USD 0.32 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.15% |
Investment Objective: MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR |
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally invests in 50 or fewer companies. The Fund generally focuses its investments in companies it believes to have above average earnings growth potential compared to other companies (growth companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jeffrey Constantino 01/07/2007 | ||
Joseph Skorski 01/07/2019 | ||
Inception Date 07/12/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.58 |
Alphabet Inc Class A | Communication Services | 7.26 |
Visa Inc Class A | Financial Services | 6.92 |
Aon PLC Class A | Financial Services | 5.47 |
Accenture PLC Class A | Technology | 5.04 |
Increase Decrease New since last portfolio | ||
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR |