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Mfs Low Volatility Equity Fund Class R2 (0P0000ZAEH)

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19.370 -0.120    -0.62%
01/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 428.61K
MFS Low Volatility Equity Fund Class R2 19.370 -0.120 -0.62%

0P0000ZAEH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Low Volatility Equity Fund Class R2 (0P0000ZAEH) fund. Our MFS Low Volatility Equity Fund Class R2 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 0.580 0.580 0.000
Shares 99.420 99.420 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.108 20.746
Price to Book 3.114 3.956
Price to Sales 1.675 2.651
Price to Cash Flow 12.540 13.909
Dividend Yield 2.072 1.546
5 Years Earnings Growth 8.037 10.559

Sector Allocation

Name  Net % Category Average
Technology 26.360 28.779
Financial Services 14.890 14.945
Healthcare 14.520 11.761
Consumer Defensive 9.570 6.174
Industrials 9.140 9.881
Utilities 6.290 2.646
Consumer Cyclical 6.170 10.329
Real Estate 5.220 2.254
Communication Services 4.340 8.674
Basic Materials 2.260 2.358
Energy 1.220 3.682

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 105

Number of short holdings: 1

Name ISIN Weight % Last Change %
  J&J US4781601046 3.05 167.33 +1.57%
  McKesson US58155Q1031 2.86 698.80 +0.76%
  TE Connectivity IE000IVNQZ81 2.72 201.93 -1.86%
  Motorola US6200763075 2.56 436.71 -0.52%
  Cognizant A US1924461023 2.49 70.59 -1.63%
  Teledyne Technologies US8793601050 2.44 544.69 -1.15%
  Visa A US92826C8394 2.38 339.35 -1.77%
  Microsoft US5949181045 2.32 524.11 -1.76%
  Amphenol US0320951017 2.24 104.31 -2.07%
  General Mills US3703341046 2.14 48.94 -0.08%

Top Equity Funds by MFS

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Value I 24.36B 6.81 11.90 9.39
  MFS Instl International Equity 20.17B 17.36 15.60 8.10
  MFS Value R6 18.89B 6.86 12.02 9.50
  MFS Growth R6 18.69B 7.29 23.37 15.60
  MFS Intl Diversification I 15.84B 17.56 14.13 7.64
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