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Mfs Meridian Funds - Prudent Wealth Fund W1 Usd (0P0000SIMW)

Luxembourg

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25.440 -0.050 -0.20%

01/08 - Closed. Currency in USD

Type: Fund

Market: Luxembourg

ISIN: LU0583243885

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.18B

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0P0000SIMW Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Meridian Funds - Prudent Wealth Fund W1 USD (0P0000SIMW) fund. Our MFS Meridian Funds - Prudent Wealth Fund W1 USD 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	14.160	56.370	42.210
Shares	63.760	69.190	5.430
Bonds	15.700	15.700	0.000
Other	6.370	6.370	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.523	17.691
Price to Book	2.836	2.814
Price to Sales	2.214	2.036
Price to Cash Flow	11.834	11.362
Dividend Yield	2.229	2.466
5 Years Earnings Growth	8.046	9.541

Sector Allocation

Name	Net %	Category Average
Communication Services	22.930	7.452
Consumer Cyclical	17.000	9.859
Financial Services	16.740	18.212
Technology	13.520	20.849
Industrials	12.390	11.501
Real Estate	5.540	6.212
Healthcare	4.710	9.982
Consumer Defensive	4.150	6.852
Basic Materials	3.030	3.558

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 115

Number of short holdings: 18

Name	ISIN	Weight %	Last	Change %
iShares Physical Gold	IE00B4ND3602	6.37	65.08	+1.62%
Euronext	NL0006294274	3.92	141.30	-0.21%
Amadeus	ES0109067019	3.88	69.440	-1.39%
Alphabet A	US02079K3059	3.25	189.13	-1.44%
Samsung Electronics Co	KR7005930003	3.00	68,900	-3.50%
Scout24 AG	DE000A12DM80	2.73	115.800	-1.36%
Nintendo	JP3756600007	2.68	12,595.0	-0.75%
Thales	FR0000121329	2.48	235.50	-0.13%
Booking	US09857L1089	2.38	5,386.29	-2.14%
Edenred	FR0010908533	2.37	24.10	-4.06%

Top Equity Funds by MFS Investment Management Company (Lux) S.à.r.l

Name	Total Assets	YTD%	3Y%	10Y%
LU1442549538	2.92B	5.12	1.70	-
MFS Global Equity A1 USD	2.43B	7.91	9.71	6.78
MFSM Global Equity Fund I1 USD	2.43B	8.42	10.79	7.83
MFSM Global Equity Fund W1 USD	2.43B	8.31	10.52	7.57
LU0947761044	1.98B	5.29	4.67	8.43

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