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Mfs Lifeplan Retirement 2030 (0P000076GT)

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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
MFS LifePlan Retirement 2030 0.022 0.000 0.00%

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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Status

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

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.576 17.123
Price to Book 2.784 2.513
Price to Sales 2.798 2.159
Price to Cash Flow 14.295 10.983
Dividend Yield 2.031 2.277
5 Years Earnings Growth 10.946 10.231

Sector Allocation

Name  Net % Category Average
Financial Services 17.900 21.638
Technology 14.940 17.335
Industrials 12.460 12.114
Real Estate 10.560 4.116
Healthcare 10.530 8.055
Consumer Defensive 8.990 6.330
Consumer Cyclical 7.480 8.934
Communication Services 6.510 7.034
Basic Materials 4.680 5.804
Energy 3.930 5.835
Utilities 2.020 2.808

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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