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 equity securities of non-US companies, including those located in developed and emerging markets. In selecting investments for the Fund, MFS is not constrained to any particular investment style. 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. The Fund may invest in companies of any size.The Fund may invest a relatively large percentage of the Fund's assets in single issuer or small number of issuers, and/or in issuers in a single sector or small number of sectors.
Información sobre el fondo de inversión MFS® Meridian US Equity Opportunities Fd
El fondo MFS® Meridian US Equity Opportunities Fd, con ISIN, LU1183156261 de la gestora MFS Meridian Funds se sitúa en la posición 44 entre los 126 fondos de la categoría RV USA Cap. Grande Blend a 12 meses. Su rentabilidad a este plazo es del 7,36% con una volatilidad del 6,91%. Los gastos corrientes del fondo representan un 2,05% del patrimonio del fondo, que asciende a 5.009.650 USD a fecha de 20 de March de 2018.