MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.9 | 23.9 | -9.6 | 15.4 | 8.2 |
![]() | +/-Cat | -15.2 | 2.0 | 11.9 | -11.3 | -4.1 |
![]() | +/-B’mrk | -16.0 | -3.5 | 13.6 | -16.6 | -9.4 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | GBP 735.92 | |
Day Change | 0.25% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | LU0219433470 | |
Fund Size (Mil) 13/08/2024 | USD 440.76 | |
Share Class Size (Mil) 31/07/2024 | USD 0.72 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2023 | 1.07% |
Morningstar Research |
Analyst Report | 27/10/2023 Jack Shannon, Senior Analyst Morningstar, Inc |
MFS Meridien US Concentrated Growth can look out of step when the market’s appetite for risk increases, but consistent, deliberate execution of its patient, valuation-conscious process earns the strategy a Morningstar Analyst rating of Bronze for... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBP |
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 27/02/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.76 |
![]() | ![]() | 8.58 |
![]() | ![]() | 6.38 |
![]() | ![]() | 4.97 |
![]() | ![]() | 4.89 |
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MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBP |