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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.48 | 1.48 | 0.00 |
Shares | 96.91 | 96.91 | 0.00 |
Convertible | 0.29 | 0.29 | 0.00 |
Preferred | 1.32 | 1.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.72 | 15.95 |
Price to Book | 2.18 | 2.49 |
Price to Sales | 1.24 | 1.71 |
Price to Cash Flow | 9.72 | 10.45 |
Dividend Yield | 3.06 | 2.51 |
5 Years Earnings Growth | 9.60 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.99 | 21.39 |
Healthcare | 15.02 | 14.89 |
Industrials | 12.27 | 11.89 |
Technology | 9.07 | 12.99 |
Consumer Defensive | 8.11 | 8.36 |
Energy | 7.94 | 7.44 |
Consumer Cyclical | 5.74 | 6.95 |
Utilities | 5.62 | 5.27 |
Real Estate | 4.76 | 3.41 |
Communication Services | 3.21 | 5.68 |
Basic Materials | 2.26 | 3.40 |
Number of long holdings: 103
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.73 | 77.78 | -3.53% | |
AbbVie | US00287Y1091 | 2.33 | 195.22 | +3.28% | |
JPMorgan | US46625H1005 | 2.32 | 289.37 | -2.32% | |
Cigna | US1255231003 | 2.12 | 262.23 | -1.93% | |
Pfizer | US7170811035 | 1.92 | 23.49 | +0.86% | |
Microsoft | US5949181045 | 1.90 | 524.11 | -1.76% | |
Finning International | CA3180714048 | 1.89 | 60.29 | -0.15% | |
Synchrony Financial | US87165B1035 | 1.89 | 67.53 | -3.07% | |
Citigroup | US1729674242 | 1.87 | 91.83 | -2.00% | |
American Express | US0258161092 | 1.87 | 294.27 | -1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.17B | 6.81 | 11.90 | 9.39 | ||
MFS Instl International Equity | 20.2B | 17.36 | 15.60 | 8.10 | ||
MFS Value R6 | 18.74B | 6.86 | 12.02 | 9.50 | ||
MFS Growth R6 | 18.6B | 7.29 | 23.37 | 15.60 | ||
MFS Intl Diversification I | 15.74B | 17.56 | 14.13 | 7.64 |
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