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Mfs Lifeplan Retirement 2030 (0P000076GT)

Toronto

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MFS LifePlan Retirement 2030 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: 199.5M

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0P000076GT Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS LifePlan Retirement 2030 (0P000076GT) fund. Our MFS LifePlan Retirement 2030 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.430	11.670	9.240
Shares	46.630	46.630	0.000
Bonds	40.340	46.370	6.030
Convertible	3.590	3.590	0.000
Other	7.010	7.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.576	17.791
Price to Book	2.784	2.600
Price to Sales	2.798	2.200
Price to Cash Flow	14.295	11.271
Dividend Yield	2.031	2.177
5 Years Earnings Growth	10.946	10.271

Sector Allocation

Name	Net %	Category Average
Financial Services	17.900	21.446
Technology	14.940	17.638
Industrials	12.460	12.415
Real Estate	10.560	4.033
Healthcare	10.530	7.801
Consumer Defensive	8.990	6.214
Consumer Cyclical	7.480	8.988
Communication Services	6.510	7.339
Basic Materials	4.680	5.733
Energy	3.930	5.609
Utilities	2.020	2.790

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	-	32.99	-	-
MFS US Equity Core	-	9.02	-	-
Mfs International Equity	-	9.01	-	-
MFS Global Aggregate Fixed Inc Fund CF	-	7.87	-	-
Mfs Low Volatility Global Equity	-	7.01	-	-
MFS Canadian Short Term Fixed Income	-	5.13	-	-
MFS Global Equity Growth	-	4.53	-	-
MFS Global Equity Value	-	4.52	-	-
MFS Global Research	-	4.51	-	-
Mfs Global Real Estate Fund Cf	-	4.34	-	-

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