Breaking News
Get 50% Off 0
🗽 Which non-US stocks are showing attractive entry points with the US market closed?
Ask WarrenAI
Close

Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling (0P0000KP6A)

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
 
674.790 +0.100    +0.01%
03/07 - Delayed Data. Currency in GBP
Type:  Fund
Market:  Luxembourg
ISIN:  LU0366720992 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 91.5M
MFS Investment Funds - Global Concentrated Equity 674.790 +0.100 +0.01%

0P0000KP6A Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Investment Funds - Global Concentrated Equity (0P0000KP6A) fund. Our MFS Investment Funds - Global Concentrated Equity 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 1.260 1.260 0.000
Shares 98.740 98.740 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.451 18.184
Price to Book 3.746 3.002
Price to Sales 3.379 2.233
Price to Cash Flow 13.383 11.946
Dividend Yield 2.024 2.068
5 Years Earnings Growth 7.429 9.864

Sector Allocation

Name  Net % Category Average
Financial Services 19.270 16.977
Healthcare 17.580 12.614
Industrials 17.270 11.969
Technology 15.120 23.756
Consumer Defensive 11.600 7.508
Consumer Cyclical 7.910 10.474
Basic Materials 6.170 3.970
Communication Services 5.070 8.010

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Visa A US92826C8394 6.53 358.86 +1.31%
  Microsoft US5949181045 6.21 498.84 +1.58%
  Legrand FR0010307819 5.18 111.20 -1.29%
  Charles Schwab US8085131055 4.85 91.48 +0.15%
  Willis Towers Watson IE00BDB6Q211 4.82 306.64 +0.72%
  Schneider Electric FR0000121972 4.43 221.90 -1.55%
  Medtronic IE00BTN1Y115 4.37 88.39 +0.12%
  Richemont CH0210483332 4.13 148.25 -1.69%
  Heineken NL0000009165 4.12 77.22 +0.42%
  Diageo GB0002374006 4.05 1,899.9 -0.63%

Top Equity Funds by MFS Investment Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Investment Funds Global GBP 365.61M -1.42 4.42 8.90
  MFS Global Equity Fund TUKGBP 365.61M -1.34 4.65 9.04
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.

0P0000KP6A Comments

Write your thoughts about Mfs Investment Funds - Global Concentrated Equity Fund Class Sterling
 
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 Apple
Continue with Google
or
Sign up with Email