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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	18.824
Price to Book	2.218	3.023
Price to Sales	1.740	2.209
Price to Cash Flow	8.048	11.911
Dividend Yield	3.462	2.092
5 Years Earnings Growth	9.989	9.944

Sector Allocation

Name	Net %	Category Average
Financial Services	23.750	16.798
Healthcare	17.880	11.758
Industrials	14.780	11.207
Technology	13.520	23.363
Consumer Defensive	9.150	6.333
Communication Services	5.820	7.380
Utilities	4.060	2.826
Energy	3.670	4.536
Basic Materials	3.530	3.114
Consumer Cyclical	3.340	9.494
Real Estate	0.490	3.189

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	25.19B	6.10	9.37	9.11
MFS Instl International Equity	21.22B	14.43	12.61	7.62
MFS Value R6	19.39B	6.17	9.49	9.22
MFS Growth R6	18.56B	11.18	20.67	15.50
MFS Intl Diversification I	16.28B	16.46	12.01	7.38

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Recent Quotes

Name	Price	Chg.	Chg. %
OR MFS 529 Saving.	19.050	+0.020	+0.11%
IDNA/USD	0.002200	+0.000024	+1.10%
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Morgan Stanley In.	7.120	+0.020	+0.28%