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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 55.10 | 55.10 | 0.00 |
| Bonds | 46.90 | 48.03 | 1.13 |
| Preferred | 0.16 | 0.16 | 0.00 |
| Other | 3.33 | 3.50 | 0.17 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 20.36 | 17.40 |
| Price to Book | 2.82 | 2.65 |
| Price to Sales | 2.06 | 2.01 |
| Price to Cash Flow | 13.23 | 11.22 |
| Dividend Yield | 1.92 | 2.48 |
| 5 Years Earnings Growth | 9.75 | 9.20 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 19.44 | 20.55 |
| Financial Services | 18.34 | 17.78 |
| Industrials | 14.42 | 11.92 |
| Healthcare | 9.33 | 9.85 |
| Consumer Cyclical | 8.32 | 9.68 |
| Real Estate | 7.84 | 4.84 |
| Communication Services | 5.76 | 7.45 |
| Consumer Defensive | 5.28 | 6.52 |
| Energy | 3.93 | 4.71 |
| Utilities | 3.84 | 3.67 |
| Basic Materials | 3.50 | 4.12 |
Number of long holdings: 23
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| MFS Government Securities R6 | - | 9.52 | - | - | |
| MFS Total Return Bond R6 | - | 8.51 | - | - | |
| MFS Value R6 | - | 8.03 | - | - | |
| MFS Research R6 | - | 7.25 | - | - | |
| MFS Growth R6 | - | 7.20 | - | - | |
| MFS Mid Cap Value R6 | - | 7.02 | - | - | |
| MFS Inflation-Adjusted Bond R6 | - | 7.01 | - | - | |
| MFS Mid Cap Growth R6 | - | 6.97 | - | - | |
| MFS Research International R6 | - | 5.11 | - | - | |
| MFS Global Opportunistic Bd R6 | - | 5.00 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.69B | 10.77 | 15.05 | 10.59 | ||
| MFS Instl International Equity | 22.28B | 19.28 | 19.77 | 9.34 | ||
| MFS Value R6 | 19.31B | 10.86 | 15.17 | 10.70 | ||
| MFS Growth R6 | 18.75B | 13.20 | 28.26 | 16.76 | ||
| MFS Intl Diversification I | 16.69B | 23.29 | 19.84 | 9.13 |
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