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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.02 | 0.00 |
Shares | 98.98 | 98.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.97 | 16.21 |
Price to Book | 2.79 | 2.51 |
Price to Sales | 1.54 | 1.74 |
Price to Cash Flow | 11.70 | 10.47 |
Dividend Yield | 2.36 | 2.48 |
5 Years Earnings Growth | 8.76 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.61 | 21.43 |
Industrials | 16.27 | 11.88 |
Healthcare | 15.81 | 14.53 |
Utilities | 9.43 | 5.23 |
Consumer Defensive | 7.85 | 8.12 |
Technology | 7.14 | 13.10 |
Energy | 6.70 | 7.39 |
Consumer Cyclical | 3.17 | 7.25 |
Basic Materials | 2.13 | 3.42 |
Real Estate | 1.89 | 3.37 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 4.51 | 224.71 | +1.34% | |
JPMorgan | US46625H1005 | 4.04 | 295.87 | -0.90% | |
Cigna | US1255231003 | 3.32 | 298.52 | +2.56% | |
McKesson | US58155Q1031 | 3.17 | 785.56 | +1.30% | |
Marsh McLennan | US5717481023 | 2.61 | 189.17 | +1.44% | |
J&J | US4781601046 | 2.27 | 193.07 | +0.49% | |
Rtx Corp | US75513E1010 | 2.26 | 157.60 | +0.35% | |
ConocoPhillips | US20825C1045 | 2.15 | 86.88 | -0.03% | |
Duke Energy | US26441C2044 | 2.14 | 127.67 | +0.21% | |
Exxon Mobil | US30231G1022 | 2.13 | 112.75 | +1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.07B | 10.77 | 15.05 | 10.59 | ||
MFS Instl International Equity | 21.66B | 19.28 | 19.77 | 9.34 | ||
MFS Value R6 | 18.97B | 10.86 | 15.17 | 10.70 | ||
MFS Growth R6 | 18.17B | 13.20 | 28.26 | 16.76 | ||
MFS Intl Diversification I | 16.53B | 23.29 | 19.84 | 9.13 |
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