MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USD

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USD
Fund24.716.97.535.98.8
+/-Cat2.50.95.18.7-14.2
+/-B’mrk-3.0-2.12.94.8-20.3
 
Key Stats
NAV
18/09/2020
 USD 401.00
Day Change -1.19%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0219445482
Fund Size (Mil)
31/08/2020
 USD 573.24
Share Class Size (Mil)
31/08/2020
 USD 138.41
Max Initial Charge -
Ongoing Charge
01/08/2020
  1.07%
Morningstar Research
Analyst Report

MFS Meridien US Concentrated Growth benefits from strong resources and a sound process. The fund’s cheapest share classes including the W1 USD clean share class earn a Morningstar Analyst Rating of Bronze, while more expensive share classes get a...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: MFS Meridian Funds - U.S. Concentrated Growth Fund I1 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 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)18/09/2020
YTD8.78
3 Years Annualised19.60
5 Years Annualised20.80
10 Years Annualised16.43
12 Month Yield 0.00
Management
Manager Name
Start Date
Jeffrey Constantino
01/07/2007
Joseph Skorski
01/07/2019
Inception Date
23/09/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth TR USDRussell 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 I1 USD31/07/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.390.0099.39
Bond0.000.000.00
Property0.000.000.00
Cash0.660.050.61
Other0.000.000.00
Top 5 Regions%
United States93.21
Asia - Emerging2.66
Asia - Developed2.15
Eurozone1.98
Canada0.00
Top 5 Sectors%
Technology35.97
Communication Services16.38
Healthcare12.76
Financial Services11.71
Consumer Defensive10.73
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.10
Alphabet Inc ACommunication ServicesCommunication Services8.29
Accenture PLC Class ATechnologyTechnology7.04
Aon PLCFinancial ServicesFinancial Services6.30
Fidelity National Information Se... TechnologyTechnology6.29
MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USD

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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