MFS Meridian-US Growth A1 USD
LU1985810032
MFS Meridian-US Growth A1 USD/ LU1985810032 /
| NAV10/2/2024 |
Chg.+0.0300 |
Type of yield |
Investment Focus |
Investment company |
| 18.9900USD |
+0.16% |
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: |
2/1 |
| Last Distribution: |
- |
| Depository bank: |
State Street Bank International GmbH |
| Fund domicile: |
Luxembourg |
| Distribution permission: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
| Fund manager: |
Eric Fischman, Paul Gordon,Nicholas Paul |
| Fund volume: |
83.51 mill.
USD
|
| Launch date: |
8/21/2019 |
| Investment focus: |
- |
Conditions
| Issue surcharge: |
6.00% |
| Max. Administration Fee: |
1.00% |
| Minimum investment: |
- USD |
| Deposit fees: |
- |
| Redemption charge: |
0.00% |
| 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 |
|
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% |
