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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 73.25 | 73.25 | 0.00 |
Bonds | 22.77 | 23.66 | 0.89 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 4.58 | 4.98 | 0.40 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.24 | 17.90 |
Price to Book | 2.41 | 2.63 |
Price to Sales | 1.66 | 1.90 |
Price to Cash Flow | 10.33 | 10.84 |
Dividend Yield | 2.25 | 2.17 |
5 Years Earnings Growth | 9.71 | 10.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.46 | 22.21 |
Financial Services | 17.79 | 16.36 |
Industrials | 13.01 | 11.71 |
Healthcare | 10.30 | 11.12 |
Real Estate | 8.57 | 3.93 |
Consumer Cyclical | 8.50 | 10.83 |
Communication Services | 6.04 | 7.23 |
Consumer Defensive | 5.65 | 6.09 |
Basic Materials | 4.27 | 3.86 |
Energy | 4.13 | 3.97 |
Utilities | 3.28 | 2.69 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Blended Research Mid Cap Eq R6 | - | 8.87 | - | - | |
MFS Blended Research Intl Eq R6 | - | 8.87 | - | - | |
MFS Value R6 | - | 5.13 | - | - | |
MFS Blended Research Value Equity R6 | - | 5.06 | - | - | |
MFS Inflation-Adjusted Bond R6 | - | 5.05 | - | - | |
MFS Mid Cap Value R6 | - | 4.51 | - | - | |
MFS Blended Research Core Equity R6 | - | 4.49 | - | - | |
MFS Research R6 | - | 4.47 | - | - | |
MFS Growth R6 | - | 4.38 | - | - | |
MFS Blended Research Growth Eq R6 | - | 4.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Emerging Markets Debt I | 4.2B | 5.78 | 8.42 | 3.59 | ||
US5529897093 | 4.25B | 4.06 | 3.27 | 2.94 | ||
MFS Total Return Bond R6 | 3.94B | 3.87 | 2.77 | 2.26 | ||
MFS Emerging Markets Debt R6 | 2.95B | 5.93 | 8.57 | 3.70 | ||
MFS Total Return Bond A | 2.33B | 3.83 | 2.52 | 2.01 |
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