OTC Markets OTCPK - Delayed Quote USD

MFS Meridian US Growth I1 USD (0P0001I8MT)

206.15 -0.35 (-0.17%)
At close: July 8 at 4:00 PM EDT
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DELL
  • Previous Close 206.50
  • YTD Return 17.94%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets --
  • Beta (5Y Monthly) 0.93
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend --
  • Inception Date Nov 20, 2019

MFS Investment Management Company (Lux) S.à.r.l

Fund Family

--

Fund Category

--

Net Assets

2019-11-20

Inception Date

Performance Overview: 0P0001I8MT

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Trailing returns as of .

YTD Return

0P0001I8MT
17.94%
Category
0.00%
 

1-Year Return

0P0001I8MT
37.17%
Category
0.00%
 

3-Year Return

0P0001I8MT
8.08%
Category
0.00%
 

5-Year Return

0P0001I8MT
0.00%
Category
0.00%
 

Holdings: 0P0001I8MT

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Top 10 Holdings (55.21% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 9.51%
MSFT
Microsoft Corporation 9.41%
AMZN
Amazon.com, Inc. 7.25%
GOOGL
Alphabet Inc. 6.52%
META
Meta Platforms, Inc. 5.65%
AAPL
Apple Inc. 4.69%
MA
Mastercard Incorporated 3.75%
V
Visa Inc. 3.11%
LLY
Eli Lilly and Company 2.98%
BSX
Boston Scientific Corporation 2.34%

Sector Weightings

Sector0P0001I8MT
Technology   40.14%
Healthcare   11.20%
Industrials   6.09%
Real Estate   1.22%
Utilities   0.00%
Energy   0.00%

Recent News: 0P0001I8MT

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Research Reports: 0P0001I8MT

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