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Mfs Meridian Funds - Prudent Wealth Fund I1 Eur (0P0000SIMU)

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295.680 -0.390    -0.13%
13/11 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  MFS Meridian Funds
ISIN:  LU0583243455 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.24B
MFS Meridian Funds - Prudent Wealth Fund I1 EUR 295.680 -0.390 -0.13%

0P0000SIMU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Meridian Funds - Prudent Wealth Fund I1 EUR (0P0000SIMU) fund. Our MFS Meridian Funds - Prudent Wealth Fund I1 EUR 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 9.760 47.430 37.670
Stocks 61.710 67.030 5.320
Bonds 23.800 23.800 0.000
Other 4.730 4.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.457 17.215
Price to Book 2.460 2.733
Price to Sales 1.942 1.977
Price to Cash Flow 10.623 11.323
Dividend Yield 2.703 2.531
5 Years Earnings Growth 14.303 11.480

Sector Allocation

Name  Net % Category Average
Financial Services 17.860 16.319
Communication Services 17.050 6.830
Consumer Cyclical 15.860 9.748
Technology 12.860 20.264
Industrials 12.810 10.809
Real Estate 7.940 7.218
Consumer Defensive 7.030 7.504
Healthcare 6.270 12.150
Basic Materials 2.310 3.822

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 130

Number of short holdings: 17

Name ISIN Weight % Last Change %
  iShares Physical Gold IE00B4ND3602 4.73 50.05 -0.50%
  Euronext NL0006294274 3.25 100.50 +1.06%
  Amadeus ES0109067019 3.14 67.060 +0.09%
  Alphabet A US02079K3059 3.01 174.73 -2.32%
  Samsung Electronics Co KR7005930003 2.92 51,000 +0.79%
United States Treasury Bonds 2.38% - 2.77 - -
United States Treasury Notes 0.13% - 2.70 - -
  Booking US09857L1089 2.36 4,962.31 -0.50%
  Knorr-Bremse DE000KBX1006 2.30 73.75 +3.07%
  Edenred FR0010908533 2.27 28.68 +1.81%

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 EUR 2.85B 9.18 2.76 9.16
  MFS Meridian Funds Glbl EqA1 EUR 2.85B 8.30 1.75 8.09
  LU1442549025 2.74B 5.70 2.67 -
  LU1442549298 2.74B 2.84 -1.54 -
  MFS Meridian Prudent Cap WH1 EUR 2.74B 3.58 -0.58 -
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