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

Luxembourg

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21.410 +0.140 +0.66%

26/04 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 2.65B

Type: Fund

Market: Luxembourg

Issuer: MFS Meridian Funds

ISIN: LU0583243885

Asset Class: Equity

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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

Name	Net %	Long %	Short %
Cash	13.430	40.270	26.840
Stocks	55.720	62.310	6.590
Bonds	27.200	27.200	0.000
Other	3.650	3.650	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.684	17.027
Price to Book	1.866	2.592
Price to Sales	1.514	1.861
Price to Cash Flow	8.126	10.394
Dividend Yield	1.819	2.633
5 Years Earnings Growth	10.063	10.745

Sector Allocation

Name	Net %	Category Average
Industrials	19.070	10.787
Consumer Cyclical	16.170	9.689
Real Estate	14.510	7.154
Financial Services	10.790	16.165
Communication Services	10.740	6.671
Technology	9.180	19.360
Healthcare	7.190	12.200
Consumer Defensive	6.110	7.953
Basic Materials	4.150	4.223
Utilities	2.550	3.327
Energy	-0.460	4.705

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 128

Number of short holdings: 24

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.25%	-	3.93	-	-
United States Treasury Notes 3%	-	3.90	-	-
iShares Physical Gold	IE00B4ND3602	3.18	45.38	0.00%
United States Treasury Notes 2.25%	-	3.10	-	-
United States Treasury Bonds 2.38%	-	3.09	-	-
United States Treasury Notes 0.13%	-	3.08	-	-
United States Treasury Notes 3.88%	-	2.65	-	-
United States Treasury Notes 4.25%	-	2.63	-	-
Samsung Electronics Co	KR7005930003	2.22	76,700	+0.52%
LEG Immobilien AG	DE000LEG1110	2.19	76.920	+2.81%

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

Name	Total Assets	YTD%	3Y%	10Y%
LU1442549538	3.12B	-8.13	3.39	-
LU0947761044	2.69B	-11.33	9.03	-
MFSM European Value Fund A1 USD	2.69B	-1.29	1.47	4.99
MFSM European Value Fund I1 USD	2.69B	-1.14	2.48	6.03
MFSM European Value Fund N1 USD	2.69B	-1.35	0.97	4.46

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Meridian Fund.	21.410	+0.140	+0.66%