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Or Mfs 529 Savings Plan Multi-asset Mfs Total Return Fund 529a (0P0000O90M)

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OR MFS 529 Savings Plan MFS Total Return 529A historical data, for real-time data please try another search

19.050 +0.020 +0.11%

20/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 34.93M

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0P0000O90M Holdings

Comprehensive information about top holdings and Key Holding Information for the OR MFS 529 Savings Plan MFS Total Return 529A (0P0000O90M) fund. Our OR MFS 529 Savings Plan MFS Total Return 529A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	58.020	58.020	0.000
Bonds	41.030	44.230	3.200
Convertible	0.360	0.360	0.000
Preferred	0.730	0.730	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.507	19.053
Price to Book	2.218	3.035
Price to Sales	1.740	2.246
Price to Cash Flow	8.048	11.971
Dividend Yield	3.462	2.064
5 Years Earnings Growth	9.989	10.122

Sector Allocation

Name	Net %	Category Average
Financial Services	23.750	16.636
Healthcare	17.880	11.550
Industrials	14.780	11.229
Technology	13.520	23.590
Consumer Defensive	9.150	6.240
Communication Services	5.820	7.484
Utilities	4.060	2.806
Energy	3.670	4.561
Basic Materials	3.530	3.125
Consumer Cyclical	3.340	9.611
Real Estate	0.490	3.165

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 0

	Name	ISIN	Weight %	Last	Change %
	MFS Total Return 529A	-	100.00	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.66B	10.77	15.05	10.59
MFS Instl International Equity	21.52B	19.28	19.77	9.34
MFS Value R6	18.66B	10.86	15.17	10.70
MFS Growth R6	18B	13.20	28.26	16.76
MFS Intl Diversification I	16.45B	23.29	19.84	9.13

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Recent Quotes

Name	Price	Chg.	Chg. %
OR MFS 529 Saving.	19.050	+0.020	+0.11%
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