Breaking News
Get 40% Off 0
💰 Warren Buffett reveals a $6.72 billion stake in Chubb Copy Portfolios
Close

Mfs Meridian Funds - U.s. Value Fund Wh1 Gbp (0P0000SIMG)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
30.770 +0.140    +0.46%
15/05 - Delayed Data. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.93B
Type:  Fund
Market:  Luxembourg
Issuer:  MFS Meridian Funds
ISIN:  LU0583241756 
Asset Class:  Equity
MFS Meridian Funds U.S. Value Fund WH1 GBP 30.770 +0.140 +0.46%

0P0000SIMG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Meridian Funds U.S. Value Fund WH1 GBP (0P0000SIMG) fund. Our MFS Meridian Funds U.S. Value Fund WH1 GBP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.310 2.340 2.030
Stocks 99.690 99.690 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.115 17.558
Price to Book 2.676 2.773
Price to Sales 1.661 2.034
Price to Cash Flow 11.279 10.738
Dividend Yield 2.678 2.514
5 Years Earnings Growth 9.810 11.859

Sector Allocation

Name  Net % Category Average
Financial Services 26.050 16.993
Industrials 17.290 14.272
Healthcare 15.250 14.802
Technology 8.240 21.482
Consumer Defensive 7.760 9.673
Utilities 7.460 6.100
Energy 5.860 6.722
Consumer Cyclical 3.530 12.578
Communication Services 3.340 8.097
Basic Materials 3.090 9.597
Real Estate 2.130 4.739

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 75

Number of short holdings: 5

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 4.55 202.16 +0.32%
  Progressive US7433151039 3.13 209.18 -2.10%
  Cigna US1255231003 2.86 343.32 -0.89%
  Comcast US20030N1019 2.66 39.25 -1.13%
  ConocoPhillips US20825C1045 2.60 120.78 -0.21%
  Marsh McLennan US5717481023 2.47 206.30 +0.60%
  General Dynamics US3695501086 2.44 294.60 +0.18%
  McKesson US58155Q1031 2.42 551.60 +0.00%
  J&J US4781601046 2.24 152.70 +0.87%
  Aon IE00BLP1HW54 2.20 287.75 -0.06%

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Meridian Prudent Cap I1 GBP 3.17B -1.37 3.60 -
  MFS Meridian Prudent Cap W1 GBP 3.17B -1.43 3.50 -
  MFS Meridian Dvrsfd Income WH1 GBP 67.76M -8.66 2.38 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000SIMG Comments

Write your thoughts about Mfs Meridian Funds - U.s. Value Fund Wh1 Gbp
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email