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MFS Meridian Funds-US Equity Opportunities A1 USD

Ranked 705 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

James Fallon

James Fallon is an investment officer and a portfolio manager at MFS Investment Management. Fallon manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. He joined MFS in 1999 as a securities lending administrator, later becoming an equity research associate, then equity quantitative research analyst, before assuming his current role in 2007. Prior to joining MFS, Fallon served as mutual fund custody accountant for Investors Bank & Trust. He holds a bachelor’s degree from the University of New Hampshire and a MBA from Boston University, as well as being a CFA charter holder.

Matthew Krummell

Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.

Jonathan Sage

As a portfolio manager and investment officer at MFS Investment Management, Jonathan Sage manages blended research equity strategies and is responsible for portfolio construction, as well as risk and cash management. Sage joined MFS in 2000 as a quantitative research analyst and was named portfolio manager in 2005. Prior to joining MFS, he spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. Sage earned a bachelor’s degree from Tufts University and holds both a Masters of Business Administration and a Masters of Finance from Boston College.

John Stocks

Objective

The Funds 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 equity securities of non-US companies, including those located in developed and emerging markets. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies) or in a combination of growth and value companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 705/877 Total Return
  • Rank 469/877 Standard Deviation
  • Rank 590/877 Max Drawdown
Fund Name Currency Return
703 DKB Nordamerika Fonds TNL USD

17.2%

704 Liberte Amerique USD

17.2%

705 MFS Meridian Funds-US Equity Opportunities A1 USD USD

17.1%

706 Constance BE America A/USD USD

17.1%

707 Amundi Fds Wells Fargo US Concentrated Core AU C

Currency exposure is hedged

Currency exposure is hedged

USD

17.0%

707 SLI Glo SICAV American Equity Unconstrained A USD USD

17.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 3.5% 2.1%
2016 9.3% 1.7% 2.8% 2.8% 1.7%
2015 0.0% -7.0% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date19/02/2015
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU1183156261

Purchase Info

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

Charges

  • Annual management1.05%

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