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Or Mfs 529 Savings Plan Multi-asset Mfs Total Return Fund 529b (0P0000O90N)

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

20.500 -0.100 -0.49%

21/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 539.98K

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0P0000O90N Holdings

Comprehensive information about top holdings and Key Holding Information for the OR MFS 529 Savings Plan MFS Total Return 529B (0P0000O90N) fund. Our OR MFS 529 Savings Plan MFS Total Return 529B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.110	0.880	0.770
Shares	57.970	57.970	0.000
Bonds	40.980	42.640	1.660
Convertible	0.360	0.360	0.000
Preferred	0.570	0.570	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.544	18.715
Price to Book	2.378	3.000
Price to Sales	1.832	2.199
Price to Cash Flow	10.998	11.866
Dividend Yield	3.217	2.114
5 Years Earnings Growth	10.892	9.883

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	16.855
Healthcare	16.300	11.965
Industrials	15.110	11.189
Technology	13.570	22.950
Consumer Defensive	8.870	6.430
Communication Services	5.710	7.331
Consumer Cyclical	3.960	9.512
Basic Materials	3.650	3.131
Utilities	3.610	2.840
Energy	3.300	4.559
Real Estate	0.500	3.235

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
MFS Total Return 529A	-	85.89	-	-
MFS Total Return 529C	-	12.91	-	-
MFS Total Return 529B	-	1.20	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.17B	6.81	11.90	9.39
MFS Instl International Equity	20.2B	17.36	15.60	8.10
MFS Value R6	18.74B	6.86	12.02	9.50
MFS Growth R6	18.6B	7.29	23.37	15.60
MFS Intl Diversification I	15.74B	17.56	14.13	7.64

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Recent Quotes

Name	Price	Chg.	Chg. %
OR MFS 529 Saving.	20.500	-0.100	-0.49%
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ITAÚ PRIVATE CRÉD.	41.218	+0.024	+0.06%
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