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MFS Meridian Funds-US Concentrated Growth A1 USD

Ranked 52 out of 139 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Jeffrey Constantino

Jeffrey Constantino was born in the early seventies. He studied at the University of Illinois and The Wharton School where he received a BS and an MBA respectively. He started working in 1995 as a Financial Consultant. He now works as a portfolio manager at MFS Meridian. Jeffrey runs a number of funds; the largest being the MFS Global Growth fund.

Objective

The Fund's objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in non-U.S. equity securities. The Fund generally invests in 50 or fewer companies. The Fund generally focuses its investments in companies it believes to have above average earnings growth potential compared to other companies (growth companies).

Showing fund performance in Belgium View performance globally

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.3%
2017 11.3% 7.3% -1.0% -0.3% 5.1%
2016 6.6% -1.9% 3.2% 1.7% 3.5%
2015 10.0% 13.0% -4.8% -6.4% 9.2%
2014 25.4% 0.8% 4.1% 6.8% 11.9%
2013 21.0% 11.3% 0.4% 1.3% 6.8%
2012 12.9% 10.7% -2.2% 5.9% -1.6%
2011 2.2% -2.5% 0.1% -6.5% 12.0%
2010 18.3% 9.1% -2.6% -1.6% 13.0%
2009 32.9% 0.8% 9.8% 9.4% 9.8%
2008 -34.7% -15.9% -0.9% 1.9% -23.1%
2007 -0.4% 0.1% 4.8% -1.8% -3.3%
2006 -5.8% 1.2% -10.8% 3.0% 1.3%
2005 15.1% -0.9% 8.5% 3.2% 3.7%
2004 -2.3% 2.9% 0.9% -7.2% 1.4%
2003 5.2% -5.7% 9.8% 0.3% 1.2%
2002 -39.9% -2.9% -29.3% -16.6% 5.1%
2001 -21.5% -17.3% 12.5% -30.9% 22.1%
2000 -3.9% 15.5% -2.0% 6.3% -20.1%
1999 12.4% -2.9% 39.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date12/03/1999
  • Share Class size275Mn
  • Base currencyUSD
  • ISIN LU0094555157

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.15%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).