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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 | 16.28 |
Price to Book | 2.79 | 2.53 |
Price to Sales | 1.54 | 1.76 |
Price to Cash Flow | 11.70 | 10.52 |
Dividend Yield | 2.36 | 2.47 |
5 Years Earnings Growth | 8.76 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.61 | 21.38 |
Industrials | 16.27 | 11.86 |
Healthcare | 15.81 | 14.53 |
Utilities | 9.43 | 5.21 |
Consumer Defensive | 7.85 | 8.13 |
Technology | 7.14 | 13.25 |
Energy | 6.70 | 7.32 |
Consumer Cyclical | 3.17 | 7.25 |
Basic Materials | 2.13 | 3.40 |
Real Estate | 1.89 | 3.36 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 4.51 | 225.61 | +1.75% | |
JPMorgan | US46625H1005 | 4.04 | 297.56 | -0.33% | |
Cigna | US1255231003 | 3.32 | 299.27 | +2.82% | |
McKesson | US58155Q1031 | 3.17 | 786.00 | +1.36% | |
Marsh McLennan | US5717481023 | 2.61 | 189.59 | +1.67% | |
J&J | US4781601046 | 2.27 | 193.22 | +0.57% | |
Rtx Corp | US75513E1010 | 2.26 | 157.95 | +0.57% | |
ConocoPhillips | US20825C1045 | 2.15 | 86.48 | -0.49% | |
Duke Energy | US26441C2044 | 2.14 | 128.53 | +0.89% | |
Exxon Mobil | US30231G1022 | 2.13 | 112.24 | +1.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.85B | 10.77 | 15.05 | 10.59 | ||
MFS Instl International Equity | 22.05B | 19.28 | 19.77 | 9.34 | ||
MFS Value R6 | 18.79B | 10.86 | 15.17 | 10.70 | ||
MFS Growth R6 | 18.15B | 13.20 | 28.26 | 16.76 | ||
MFS Intl Diversification I | 16.75B | 23.29 | 19.84 | 9.13 |
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