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MFS Meridian Funds-US Value A1 USD

Ranked 91 out of 119 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Nevin Chitkara

Nevin P. Chitkara was born in the late 1960’s. He studied at both Boston University and the Massachusetts Institute of Technology, graduating in 1997 with a BA in adminisration and finance. He began his career at Putnam Investments as a global equity analyst intern. In 1997 he joined MFS where he currently works as a fund manager. He runs the MFS Meridian Funds Global Value and US Value funds, and outside of work Chitkara likes to unwind by working on his golf handicap.

Steven Gorham

Steven Gorham is a graduate of the University of New Hampshire and holds an MBA from Boston College. He started his career with MFS in 1989 as a teleservices representative and in 1991 became a member of the financial advisor division sales desk. He joined the Equity research department in in 1992 and became an Investment Officeer in 1996. Steven has been manging funds since 2000 and uses a company orientated, bottom-up process of selecting securities. Steven is a chartered financial analyst and is a member of The Boston Security Analysts society.

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 focuses its investments in companies it believes to be undervalued compared to their perceived worth (value companies).

Showing fund performance in Norway View performance globally

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 91/119 Total Return
  • Rank 76/119 Standard Deviation
  • Rank 91/119 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% -3.0% -1.3%
2016 15.7% -2.9% 6.7% 0.8% 10.8%
2015 9.0% 13.1% -3.4% -7.8% 8.2%
2014 23.1% 0.6% 3.6% 7.4% 10.1%
2013 27.2% 14.8% 2.0% 0.6% 8.0%
2012 12.4% 9.2% 0.2% 4.9% -2.0%
2011 1.4% -0.2% -2.9% -8.9% 15.0%
2010 17.2% 10.4% -2.4% -1.8% 10.8%
2009 14.8% -8.7% 9.8% 7.7% 6.4%
2008 -30.3% -16.9% -1.4% 4.2% -18.5%
2007 -4.4% 0.8% 3.8% -4.2% -4.6%
2006 6.4% 2.0% -4.8% 6.3% 3.0%
2005 20.5% 4.9% 7.1% 3.6% 3.5%
2004 5.3% 4.0% 2.2% -1.0% 0.1%
2003 3.3% -9.5% 8.7% 0.2% 4.9%
2002 -17.9% -15.7% -1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
JPMorgan Chase & Co ORD 4.54
Philip Morris International Inc ORD 3.67
Johnson & Johnson ORD 3.57
Wells Fargo & Co ORD 3.27
Accenture PLC ORD 2.63
Medtronic PLC ORD 2.59
Honeywell International Inc ORD 2.45
US Bancorp ORD 2.30
Johnson Controls International PLC ORD 2.20
Citigroup Inc ORD 2.13
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date01/02/2002
  • Share Class size886Mn
  • Base currencyUSD
  • ISIN LU0125979160

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 the currency and currencies indicated).