U.S. Growth Fund
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Die Anteilsklasse I ist nur für bestimmte qualifizierte institutionelle Investoren erhältlich.
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Fact Sheet - Dokumente
U.S. Growth Fund
ANLAGEZIEL
Strebt einen Wertzuwachs, gemessen in US-Dollar, an.
ANLAGESCHWERPUNKT
Emphasis is placed on high-quality businesses with a competitive advantage, high barriers to entry, pricing power and ability to expand margins
Fundamentals and valuation drive position sizing
Growth portfolio that seeks companies that have the potential to generate steady, above average rate and duration of growth we believe is underappreciated by the market
Wichtige Risikohinweise
Aktien: Die Aktienmärkte und einzelne Aktien können aufgrund (tatsächlicher oder wahrgenommener) emittenten- und marktspezifischer, konjunktureller, politischer, sektorspezifischer, aufsichtsrechtlicher, weltpolitischer und anderer Risiken schwanken und stark fallen.
Wachstum: Anlagen in Wachstumsunternehmen (Growth) können sensibler auf die Unternehmensgewinne reagieren und volatiler sein als der Aktienmarkt insgesamt.
Länder/Regionen: Da der Fonds einen Großteil seines Vermögens in Emittenten aus nur einem oder wenigen Ländern investieren kann, ist ermöglicherweise volatiler als stärker nach Ländern diversifizierte Portfolios.
Weitere Informationen zu diesen und anderen Risiken finden Sie im Verkaufsprospekt.
Produktressourcen
- Fondsauflegung 21-Aug.-2019
- Nettovermögen (US$ M) Per 30-Apr.-25 US$70.94
- Ende des Geschäftsjahres JANUAR
- SFDR-Klassifizierung Artikel 8
- Benchmark Russell 1000® Growth Index (net div)
Informationen über die Anteilsklasse
- Auflegung der Anteilklasse 19-Mai-2025
- Nettoinventarwert (NAV) Per 19-Mai-25 €218.17
- Aktuellste NAV-Änderung Per 19-Mai-25 €0.00 | 0.00%
- ISIN LU3047973394
- SEDOL BRJC8G7
- WKN A416J4
- Bloomberg --
- CUSIP L6368D135
- Maximale Vertriebskosten --
- Benchmark Russell 1000® Growth Index (net div)
MANAGER
10 größten Positionen
- Microsoft Corp
- Amazon.com Inc
- NVIDIA Corp
- Meta Platforms Inc
- Alphabet Inc Class A
- Apple Inc
- Mastercard Inc
- Netflix Inc
- Amphenol Corp
- Visa Inc
Eric Fischman, CFA
Portfolio Manager
Eric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining the firm he served as an equity research analyst at State Street Research and as a staff attorney at the US Federal Reserve Board in Washington, D.C. Eric earned a Master of Business Administration degree from Columbia Business School, a law degree from Boston University School of Law and a bachelor's degree from Cornell University. He holds the Certified Financial Analyst (CFA) designation.
Bradford Mak
Portfolio Manager
Bradford J. Mak is an investment officer and equity portfolio manager for the US Growth and Global Strategic Equity strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Brad joined MFS in 2010 as an equity research analyst, served as the US technology sector team leader from 2016 through 2019 and assumed his current role in 2020. He previously was an investment research analyst for two years at Kingsbrook Partners LP, a spinout of Highbridge Capital Management, where he covered small-cap companies as a generalist. He also spent two years as an investment research analyst at Highbridge, three years as a private equity associate in the health care group at Paul Capital Partners and two years as a strategic planning manager at Genentech, Inc. He has worked in the financial services industry since 2003. Brad has a Bachelor of Arts degree with honors from Brown University and was the recipient of its Royce Fellowship. He earned his Master of Business Administration degree from Harvard University.
Laura Granger, CFA
Institutional Portfolio Manager
Laura Granger, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She also communicates investment policy, strategy and positioning. Laura joined MFS in 2022. She previously worked for eight years as vice president and senior client portfolio manager at American Century Investments. Prior to that she worked for 17 years as a portfolio manager and analyst at multiple investment firms, including Oppenheimer Funds, Fortis Advisors and General Motors Investment Management. She began her career in financial services in 1984. Laura earned a Bachelor of Science degree from Cornell University. She also holds the chartered financial analyst (CFA) designation.
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Überblick
ANLAGEZIEL
Strebt einen Wertzuwachs, gemessen in US-Dollar, an.
ANLAGESCHWERPUNKT
Emphasis is placed on high-quality businesses with a competitive advantage, high barriers to entry, pricing power and ability to expand margins
Fundamentals and valuation drive position sizing
Growth portfolio that seeks companies that have the potential to generate steady, above average rate and duration of growth we believe is underappreciated by the market
Wichtige Risikohinweise
Der Fonds erreicht seine Ziele möglicherweise nicht, und Sie können mit einer Anlage in diesem Fonds Geld verlieren.Aktien: Die Aktienmärkte und einzelne Aktien können aufgrund (tatsächlicher oder wahrgenommener) emittenten- und marktspezifischer, konjunktureller, politischer, sektorspezifischer, aufsichtsrechtlicher, weltpolitischer und anderer Risiken schwanken und stark fallen.
Wachstum: Anlagen in Wachstumsunternehmen (Growth) können sensibler auf die Unternehmensgewinne reagieren und volatiler sein als der Aktienmarkt insgesamt.
Länder/Regionen: Da der Fonds einen Großteil seines Vermögens in Emittenten aus nur einem oder wenigen Ländern investieren kann, ist ermöglicherweise volatiler als stärker nach Ländern diversifizierte Portfolios.
Weitere Informationen zu diesen und anderen Risiken finden Sie im Verkaufsprospekt.
Produktressourcen
- Fondsauflegung 21-Aug.-2019
- Nettovermögen (US$ M) Per 30-Apr.-25 US$70.94
- Ende des Geschäftsjahres JANUAR
- SFDR-Klassifizierung Artikel 8
- Benchmark Russell 1000® Growth Index (net div)
Informationen über die Anteilsklasse
- Auflegung der Anteilklasse 19-Mai-2025
- Nettoinventarwert (NAV) Per 19-Mai-25 €218.17
- Aktuellste NAV-Änderung Per 19-Mai-25 €0.00 | 0.00%
- ISIN LU3047973394
- SEDOL BRJC8G7
- WKN A416J4
- Bloomberg --
- CUSIP L6368D135
- Maximale Vertriebskosten --
- Benchmark Russell 1000® Growth Index (net div)
MANAGER
10 größten Positionen
Per 30-Apr.-25- Microsoft Corp
- Amazon.com Inc
- NVIDIA Corp
- Meta Platforms Inc
- Alphabet Inc Class A
- Apple Inc
- Mastercard Inc
- Netflix Inc
- Amphenol Corp
- Visa Inc
Eric Fischman, CFA
Portfolio Manager
34JAHRE IN DER BRANCHE
6JAHRE BEIM PORTFOLIOEric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining the firm he served as an equity research analyst at State Street Research and as a staff attorney at the US Federal Reserve Board in Washington, D.C. Eric earned a Master of Business Administration degree from Columbia Business School, a law degree from Boston University School of Law and a bachelor's degree from Cornell University. He holds the Certified Financial Analyst (CFA) designation.
Bradford Mak
Portfolio Manager
20JAHRE IN DER BRANCHE
4JAHRE BEIM PORTFOLIOBradford J. Mak is an investment officer and equity portfolio manager for the US Growth and Global Strategic Equity strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Brad joined MFS in 2010 as an equity research analyst, served as the US technology sector team leader from 2016 through 2019 and assumed his current role in 2020. He previously was an investment research analyst for two years at Kingsbrook Partners LP, a spinout of Highbridge Capital Management, where he covered small-cap companies as a generalist. He also spent two years as an investment research analyst at Highbridge, three years as a private equity associate in the health care group at Paul Capital Partners and two years as a strategic planning manager at Genentech, Inc. He has worked in the financial services industry since 2003. Brad has a Bachelor of Arts degree with honors from Brown University and was the recipient of its Royce Fellowship. He earned his Master of Business Administration degree from Harvard University.
Laura Granger, CFA
Institutional Portfolio Manager
34JAHRE IN DER BRANCHE
3JAHRE BEIM PORTFOLIOLaura Granger, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She also communicates investment policy, strategy and positioning. Laura joined MFS in 2022. She previously worked for eight years as vice president and senior client portfolio manager at American Century Investments. Prior to that she worked for 17 years as a portfolio manager and analyst at multiple investment firms, including Oppenheimer Funds, Fortis Advisors and General Motors Investment Management. She began her career in financial services in 1984. Laura earned a Bachelor of Science degree from Cornell University. She also holds the chartered financial analyst (CFA) designation.