OTC Markets OTCPK - Delayed Quote USD

MFS Meridian US Growth I1 USD (0P0001I8MT)

191.40 -1.67 (-0.86%)
At close: July 25 at 4:00 PM EDT

Fund Summary

MFS Meridian US Growth I1 USD

Grand Duchy of Luxembourg
L-1246, Luxembourg

Fund Overview

Category --
Fund Family MFS Investment Management Company (Lux) S.à.r.l
Net Assets --
YTD Return 24.22%
Yield 0.00%
Morningstar Rating
Inception Date Nov 20, 2019

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 23.00%
Average for Category --

Fees & Expenses

Expense 0P0001I8MT Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Eric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). He manages growth equity portfolios. Eric joined MFS as an equity research analyst in 2000 and was promoted to portfolio manager in April 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School in 1998, a law degree from Boston University School of Law, and a bachelor's degree from Cornell University. He also holds the Chartered Financial Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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