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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 - Closed. 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	18.715
Price to Book	2.218	3.000
Price to Sales	1.740	2.199
Price to Cash Flow	8.048	11.866
Dividend Yield	3.462	2.114
5 Years Earnings Growth	9.989	9.883

Sector Allocation

Name	Net %	Category Average
Financial Services	23.750	16.855
Healthcare	17.880	11.965
Industrials	14.780	11.189
Technology	13.520	22.950
Consumer Defensive	9.150	6.430
Communication Services	5.820	7.331
Utilities	4.060	2.840
Energy	3.670	4.559
Basic Materials	3.530	3.131
Consumer Cyclical	3.340	9.512
Real Estate	0.490	3.235

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	24.73B	6.81	11.90	9.39
MFS Instl International Equity	20.29B	17.36	15.60	8.10
MFS Value R6	18.89B	6.86	12.02	9.50
MFS Growth R6	18.95B	7.29	23.37	15.60
MFS Intl Diversification I	15.99B	17.56	14.13	7.64

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Recent Quotes

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