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MFS Meridian Funds - Prudent Wealth Fund W1 USD (0P0000SIMW)

Luxembourg

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25.530 +0.030 +0.12%

03/12 - Closed. Currency in USD

Type: Fund

Market: Luxembourg

ISIN: LU0583243885

Asset Class: Equity

Morningstar Rating:
Total Assets: 68.18M

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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	12.420	55.790	43.370
Shares	67.450	69.910	2.460
Bonds	16.250	16.250	0.000
Other	3.880	3.880	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.044	18.250
Price to Book	3.366	2.937
Price to Sales	2.476	2.122
Price to Cash Flow	12.699	11.765
Dividend Yield	1.980	2.401
5 Years Earnings Growth	7.614	9.660

Sector Allocation

Name	Net %	Category Average
Communication Services	21.840	7.633
Financial Services	21.470	17.893
Consumer Cyclical	14.040	9.600
Industrials	13.060	11.331
Technology	12.590	22.200
Healthcare	5.900	9.509
Consumer Defensive	4.150	6.559
Real Estate	3.890	5.684
Basic Materials	3.060	3.524

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 103

Number of short holdings: 12

Name	ISIN	Weight %	Last	Change %
iShares Physical Gold	IE00B4ND3602	3.88	81.99	+0.95%
Amadeus	ES0109067019	3.59	62.120	+0.94%
Euronext	NL0006294274	3.55	128.70	-1.00%
Samsung Electronics Co	KR7005930003	2.99	104,500	0.00%
Alphabet A	US02079K3059	2.91	319.63	+1.21%
Nintendo	JP3756600007	2.81	12,915.0	+2.05%
Legrand	FR0010307819	2.51	127.80	-0.51%
Jeronimo Martins	PTJMT0AE0001	2.38	20.36	-0.59%
Booking	US09857L1089	2.21	5,047.21	-1.71%
Edenred	FR0010908533	2.20	18.29	-0.11%

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1442549538	99.42M	5.12	1.70	-
MFS Global Equity A1 USD	2.28B	7.91	9.71	6.78
MFSM Global Equity Fund I1 USD	2.28B	8.42	10.79	7.83
MFSM European Value Fund A1 USD	1.77B	18.08	12.08	6.89
MFSM Global Equity Fund W1 USD	2.28B	10.16	11.40	7.83

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