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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 - Closed. 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	18.824
Price to Book	2.378	3.023
Price to Sales	1.832	2.209
Price to Cash Flow	10.998	11.911
Dividend Yield	3.217	2.092
5 Years Earnings Growth	10.892	9.944

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	16.798
Healthcare	16.300	11.758
Industrials	15.110	11.207
Technology	13.570	23.363
Consumer Defensive	8.870	6.333
Communication Services	5.710	7.380
Consumer Cyclical	3.960	9.494
Basic Materials	3.650	3.114
Utilities	3.610	2.826
Energy	3.300	4.536
Real Estate	0.500	3.189

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	25.16B	6.10	9.37	9.11
MFS Instl International Equity	21.27B	14.43	12.61	7.62
MFS Value R6	19.37B	6.17	9.49	9.22
MFS Growth R6	18.89B	11.18	20.67	15.50
MFS Intl Diversification I	16.36B	16.46	12.01	7.38

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Recent Quotes

Name	Price	Chg.	Chg. %
OR MFS 529 Saving.	20.600	-0.090	-0.43%
NVIT DFA Capital .	12.540	+0.050	+0.40%
ITAÚ RENDA FIXA C.	5.222	+0.003	+0.06%
Schroder Internat.	21.237	+0.020	+0.08%
SITIC-WUDANGFUND8			%
27four Shari'ah B.	2.119	-0.001	-0.02%
RGA-Gestión Activ.	7.125	+0.023	+0.32%
GUIMA FUNDO DE IN.	0.660	-0.004	-0.62%