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Mfs Meridian Funds - European Research Fund I1 Gbp (0P00001B52)

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431.070 +0.630    +0.15%
25/06 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  LU0219433801 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 640.53M
MFS Meridian Funds - European Research Fund I1 GBP 431.070 +0.630 +0.15%

0P00001B52 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Meridian Funds - European Research Fund I1 GBP (0P00001B52) fund. Our MFS Meridian Funds - European Research Fund I1 GBP 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 1.900 14.990 13.090
Shares 98.100 98.100 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.101 14.664
Price to Book 2.226 2.042
Price to Sales 1.777 1.467
Price to Cash Flow 11.175 9.116
Dividend Yield 3.593 3.378
5 Years Earnings Growth 8.961 9.076

Sector Allocation

Name  Net % Category Average
Financial Services 20.140 20.137
Industrials 17.290 16.916
Consumer Cyclical 11.970 9.437
Healthcare 11.480 13.779
Consumer Defensive 10.610 10.994
Technology 7.310 9.095
Basic Materials 6.320 6.298
Utilities 4.790 4.733
Energy 4.300 4.288
Real Estate 3.040 1.746
Communication Services 2.750 5.553

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 83

Number of short holdings: 5

Name ISIN Weight % Last Change %
  Novo Nordisk B DK0062498333 3.75 431.0 -0.99%
  Schneider Electric FR0000121972 3.49 216.05 +0.26%
  ASML Holding NL0010273215 3.46 677.40 -2.46%
  Nestle CH0038863350 3.34 78.99 -0.93%
  Roche Holding Participation CH0012032048 3.00 262.10 +1.04%
  Louis Vuitton FR0000121014 2.92 437.55 -1.63%
  Linde PLC IE000S9YS762 2.71 395.800 -0.70%
  Sanofi FR0000120578 2.62 82.30 +0.05%
  Richemont CH0210483332 2.20 146.45 -1.71%
  BNP Paribas FR0000131104 2.11 75.27 +0.08%

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 GBP 2.45B -1.70 3.20 8.57
  MFSM Global Equity Fund W1 GBP 2.45B -1.74 2.95 8.26
  MFSM European Value Fund W1 GBP 2.03B 3.94 3.99 8.01
  MFSM European Value Fund I1 GBP 2.03B 8.47 6.15 8.67
  MFSM Prudent Wealth Fund I1 GBP 2.17B 6.08 5.07 8.06
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