Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.03 | 13.56 | 12.53 |
| Shares | 98.97 | 98.97 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.54 | 17.37 |
| Price to Book | 1.93 | 2.04 |
| Price to Sales | 2.39 | 2.38 |
| Price to Cash Flow | 7.27 | 7.76 |
| Dividend Yield | 3.00 | 3.09 |
| 5 Years Earnings Growth | 8.24 | 7.97 |
| Name | Net % | Category Average |
|---|---|---|
| Utilities | 94.74 | 88.33 |
| Real Estate | 3.54 | 4.25 |
| Communication Services | 1.24 | 6.32 |
| Industrials | 0.48 | 2.69 |
Number of long holdings: 53
Number of short holdings: 15
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NextEra Energy | US65339F1012 | 10.87 | 84.41 | +1.39% | |
| Constellation Energy | US21037T1097 | 7.63 | 389.19 | +6.39% | |
| PG E | US69331C1080 | 5.71 | 16.40 | +0.61% | |
| Xcel Energy | US98389B1008 | 5.21 | 80.39 | -0.02% | |
| Vistra Energy | US92840M1027 | 4.89 | 201.47 | +5.28% | |
| Sempra Energy | US8168511090 | 4.73 | 92.78 | +1.06% | |
| DTE Energy | US2333311072 | 4.35 | 141.84 | +0.21% | |
| Southern | US8425871071 | 3.93 | 95.88 | -0.28% | |
| Dominion Energy | US25746U1097 | 3.93 | 61.06 | +0.63% | |
| Ameren | US0236081024 | 3.76 | 104.28 | -0.05% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.67B | 10.77 | 15.05 | 10.59 | ||
| MFS Instl International Equity | 22.19B | 19.28 | 19.77 | 9.34 | ||
| MFS Value R6 | 19.29B | 10.86 | 15.17 | 10.70 | ||
| MFS Growth R6 | 18.6B | 13.20 | 28.26 | 16.76 | ||
| MFS Intl Diversification I | 16.63B | 23.29 | 19.84 | 9.13 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review