MFS Meridian Funds - U.S. Value Fund W1 USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.4 | 25.6 | 4.7 | 1.1 | 9.8 | |
+/-Cat | -1.0 | -0.5 | 0.7 | -4.5 | 1.1 | |
+/-B’mrk | 0.5 | -1.2 | 0.7 | -6.0 | -2.1 | |
Category: US Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar US LM Brd Value... |
Key Stats | ||
NAV 03/10/2024 | USD 41.99 | |
Day Change | 0.48% | |
Morningstar Category™ | US Large-Cap Value Equity | |
ISIN | LU0458498309 | |
Fund Size (Mil) 03/10/2024 | USD 1964.70 | |
Share Class Size (Mil) 03/10/2024 | USD 475.19 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.91% |
Morningstar Research |
Analyst Report | 30/07/2024 Jack Shannon, Senior Analyst Morningstar, Inc |
A patient, risk-conscious approach and strong analytical support earn MFS Meridian US Value a Morningstar Analyst Rating of Silver for its cheapest share classes, with more expensive shares ranging from Bronze to Neutral.A lot of investors claim... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - U.S. Value Fund W1 USD |
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 focuses its investments in companies it believes to be undervalued compared to their perceived worth (value 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 | ||
Steven Gorham 01/02/2002 | ||
Nevin Chitkara 02/02/2011 | ||
Click here to see others | ||
Inception Date 08/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Value NR USD | Morningstar US LM Brd Value NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - U.S. Value Fund W1 USD | 31/08/2024 |
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Top 5 Holdings | Sector | % |
JPMorgan Chase & Co | Financial Services | 4.72 |
Progressive Corp | Financial Services | 3.85 |
RTX Corp | Industrials | 3.41 |
The Cigna Group | Healthcare | 3.13 |
General Dynamics Corp | Industrials | 2.80 |
Increase Decrease New since last portfolio | ||
MFS Meridian Funds - U.S. Value Fund W1 USD |