MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR
Fund23.513.7-17.615.84.1
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Key Stats
NAV
13/06/2024
 EUR 24.09
Day Change -0.37%
Morningstar Category™ Other Equity
ISIN LU1307991163
Fund Size (Mil)
13/06/2024
 USD 459.11
Share Class Size (Mil)
31/05/2024
 USD 0.34
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
Trailing Returns (GBP)13/06/2024
YTD5.42
3 Years Annualised2.82
5 Years Annualised8.69
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
Russell 1000 Growth TR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR30/04/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.410.0099.41
Bond0.000.000.00
Property0.000.000.00
Cash0.810.220.59
Other0.000.000.00
Top 5 Regions%
United States94.20
Asia - Developed3.84
Eurozone1.95
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology33.32
Financial Services16.27
Healthcare14.53
Consumer Cyclical12.36
Communication Services8.23
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.27
Alphabet Inc Class ACommunication ServicesCommunication Services8.19
Visa Inc Class AFinancial ServicesFinancial Services6.97
Amphenol Corp Class ATechnologyTechnology4.98
Aon PLC Class AFinancial ServicesFinancial Services4.83
MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 EUR

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