MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse IH1 EUR
LU1985811352
MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse IH1 EUR/ LU1985811352 /
NAV03/10/2024 |
Chg.-0.0500 |
Type of yield |
Investment Focus |
Investment company |
180.0000EUR |
-0.03% |
reinvestment |
Equity
Mixed Sectors
|
MFS IM Co. (LU) ▶ |
Investment strategy
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 larger companies it believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest a relatively large percentage of its assets in a small number of industries or sectors.
Investment goal
The fund"s objective is capital appreciation, measured in U.S. dollars.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
United States of America |
Branch: |
Mixed Sectors |
Benchmark: |
Russell 1000® Growth Index |
Business year start: |
01/02 |
Last Distribution: |
- |
Depository bank: |
- |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, Czech Republic |
Fund manager: |
Eric Fischman, Paul Gordon,Nicholas Paul |
Fund volume: |
83.51 mill.
USD
|
Launch date: |
21/08/2019 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.70% |
Minimum investment: |
- EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
MFS IM Co. (LU) |
Address: |
One Carter Lane, EC4V 5ER, London |
Country: |
United Kingdom |
Internet: |
www.mfs.com
|
Countries
United States of America |
|
89.98% |
Ireland |
|
4.30% |
Netherlands |
|
1.97% |
Cash |
|
1.44% |
Luxembourg |
|
1.03% |
France |
|
0.64% |
Taiwan, Province Of China |
|
0.63% |
Others |
|
0.01% |
Branches
IT/Telecommunication |
|
51.50% |
Consumer goods |
|
11.95% |
Healthcare |
|
11.90% |
Finance |
|
10.05% |
Industry |
|
8.16% |
Commodities |
|
3.10% |
Cash |
|
1.44% |
real estate |
|
0.92% |
Energy |
|
0.66% |
Utilities |
|
0.32% |