MFS MERIDIAN FUNDS - U.S. CONCENTRATED GROWTH FUND - Klasse C1 USD
LU0152640982
MFS MERIDIAN FUNDS - U.S. CONCENTRATED GROWTH FUND - Klasse C1 USD/ LU0152640982 /
| NAV7/9/2024 |
Chg.-0.1600 |
Type of yield |
Investment Focus |
Investment company |
| 35.2400USD |
-0.45% |
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 invests in 50 or fewer companies. The fund generally focuses its investments in larger companies and companies it believes to have above average earnings growth potential compared to other companies (growth companies).
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 USD |
| Business year start: |
2/1 |
| Last Distribution: |
- |
| Depository bank: |
State Street Bank International GmbH |
| Fund domicile: |
Luxembourg |
| Distribution permission: |
Austria, Germany, Switzerland, United Kingdom |
| Fund manager: |
Jeffrey Constantino, Joseph Skorski, Andrew Boyd |
| Fund volume: |
451.91 mill.
USD
|
| Launch date: |
8/19/2002 |
| Investment focus: |
- |
Conditions
| Issue surcharge: |
0.00% |
| Max. Administration Fee: |
1.15% |
| Minimum investment: |
- USD |
| Deposit fees: |
- |
| Redemption charge: |
1.00% |
| Key Investor Information: |
Download (Print version) |
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 |
|
80.19% |
| Ireland |
|
6.99% |
| United Kingdom |
|
6.40% |
| Taiwan, Province Of China |
|
4.04% |
| France |
|
1.85% |
| Cash |
|
0.53% |
Branches
| IT/Telecommunication |
|
50.85% |
| Consumer goods |
|
16.57% |
| Healthcare |
|
14.43% |
| Finance |
|
8.99% |
| Industry |
|
6.02% |
| real estate |
|
2.61% |
| Cash |
|
0.53% |
