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Or Mfs 529 Savings Plan Multi-asset Mfs Total Return Fund 529c (0P0000O90O)

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

20.600 -0.090 -0.43%

21/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.29M

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0P0000O90O Holdings

Comprehensive information about top holdings and Key Holding Information for the OR MFS 529 Savings Plan MFS Total Return 529C (0P0000O90O) fund. Our OR MFS 529 Savings Plan MFS Total Return 529C 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	18.506
Price to Book	2.378	2.956
Price to Sales	1.832	2.160
Price to Cash Flow	10.998	11.722
Dividend Yield	3.217	2.143
5 Years Earnings Growth	10.892	9.841

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	16.857
Healthcare	16.300	12.291
Industrials	15.110	11.065
Technology	13.570	22.502
Consumer Defensive	8.870	6.550
Communication Services	5.710	7.209
Consumer Cyclical	3.960	9.491
Basic Materials	3.650	3.167
Utilities	3.610	2.948
Energy	3.300	4.613
Real Estate	0.500	3.304

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	25.03B	6.81	11.90	9.39
MFS Instl International Equity	20.49B	17.36	15.60	8.10
MFS Value R6	19.06B	6.86	12.02	9.50
MFS Growth R6	18.89B	7.29	23.37	15.60
MFS Intl Diversification I	16.09B	17.56	14.13	7.64

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Recent Quotes

Name	Price	Chg.	Chg. %
OR MFS 529 Saving.	20.600	-0.090	-0.43%
Threadneedle (Lux.	24.867	+0.016	+0.06%
COMMERZBANK AG Ca.	3.44	0.00	0.00%
BNP Paribas B Pen.	225.730	+0.140	+0.06%
AB SICAV I - Them.	135.140	+0.410	+0.30%
1539	19.55	+0.20	+1.03%
FNNCF	7.230	-0.005	-0.07%
AXA Aedificandi I	624.730	+2.140	+0.34%