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Mfs Lifeplan Retirement 2020 (0P000076GR)

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MFS LifePlan Retirement 2020 historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 43.32M
MFS LifePlan Retirement 2020 0.022 0.000 0.00%

0P000076GR Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS LifePlan Retirement 2020 (0P000076GR) fund. Our MFS LifePlan Retirement 2020 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 5.990 19.410 13.420
Shares 19.770 19.770 0.000
Bonds 60.200 67.910 7.710
Convertible 7.050 7.050 0.000
Other 7.000 7.000 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.876 17.033
Price to Book 2.757 2.475
Price to Sales 2.675 2.121
Price to Cash Flow 15.323 10.897
Dividend Yield 2.015 2.269
5 Years Earnings Growth 11.827 10.445

Sector Allocation

Name  Net % Category Average
Financial Services 19.600 21.188
Technology 13.590 16.762
Industrials 11.570 12.795
Healthcare 10.800 8.300
Consumer Defensive 10.460 6.548
Communication Services 7.580 7.835
Real Estate 6.900 3.325
Consumer Cyclical 6.720 8.950
Basic Materials 5.680 6.052
Energy 4.450 5.314
Utilities 2.650 2.934

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name ISIN Weight % Last Change %
Mfs Canadian Core Plus Fixed Income - 40.09 - -
Mfs Canadian Short Term Fixed Income - 24.91 - -
Mfs Global Aggregate Fixed Inc Fund Cf - 7.98 - -
Mfs Low Volatility Global Equity - 7.00 - -
Mfs Us Equity Core - 5.02 - -
Mfs International Equity - 5.01 - -
Mfs Low Volatility Canadian Equity - 3.99 - -
Mfs Global Real Estate Fund Cf - 1.01 - -
Mfs Global Research - 1.01 - -
Mfs Global Equity Value - 1.00 - -
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