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Mfs Meridian Funds - U.s. Value Fund I1 Gbp (0P00001B7S)

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575.760 +2.240    +0.39%
20/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 1.85B
Type:  Fund
Market:  United Kingdom
Issuer:  MFS Meridian Funds
ISIN:  LU0219433553 
Asset Class:  Equity
MFS Meridian Funds - U.S. Value Fund I1 GBP 575.760 +2.240 +0.39%

0P00001B7S Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Meridian Funds - U.S. Value Fund I1 GBP (0P00001B7S) fund. Our MFS Meridian Funds - U.S. Value Fund I1 GBP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.370 3.390 2.020
Shares 98.630 98.630 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.791 14.273
Price to Book 2.621 2.270
Price to Sales 1.711 1.366
Price to Cash Flow 12.932 9.730
Dividend Yield 2.334 2.390
5 Years Earnings Growth 10.024 9.690

Sector Allocation

Name  Net % Category Average
Financial Services 27.570 20.082
Industrials 17.460 10.614
Healthcare 14.770 17.025
Consumer Defensive 8.510 8.721
Utilities 8.440 4.700
Technology 8.430 14.322
Energy 6.000 7.954
Consumer Cyclical 3.480 7.716
Basic Materials 2.720 3.681
Real Estate 1.950 2.309
Communication Services 0.670 7.147

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 75

Number of short holdings: 4

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 4.42 237.60 +1.99%
  Progressive US7433151039 3.87 239.97 +0.11%
  Rtx Corp US75513E1010 3.38 116.48 +0.88%
  Cigna US1255231003 2.99 276.92 +0.77%
  General Dynamics US3695501086 2.82 263.64 +1.29%
  Aon IE00BLP1HW54 2.38 358.47 +1.33%
  Marsh McLennan US5717481023 2.33 211.74 +0.66%
  McKesson US58155Q1031 2.23 579.74 +0.09%
  American Express US0258161092 2.20 298.65 +1.90%
  J&J US4781601046 2.19 144.47 +0.62%

Top Equity Funds by MFS Investment Management Company (Lux) S.à.r.l

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFSM Global Equity Fund I1 GBP 2.56B 6.34 2.79 9.99
  MFSM Global Equity Fund W1 GBP 2.56B 6.16 2.55 9.64
  MFSM European Value Fund W1 GBP 2.25B 2.41 0.57 8.91
  MFSM European Value Fund I1 GBP 2.25B 2.96 1.40 8.71
  MFSM Prudent Wealth Fund I1 GBP 2.11B 3.94 2.31 8.04
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