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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.34 | 14.54 | 11.20 |
Stocks | 36.31 | 36.33 | 0.02 |
Bonds | 62.15 | 66.33 | 4.18 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.29 | 16.69 |
Price to Book | 2.94 | 2.50 |
Price to Sales | 2.20 | 1.76 |
Price to Cash Flow | 13.91 | 10.49 |
Dividend Yield | 1.83 | 2.58 |
5 Years Earnings Growth | 10.76 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.40 | 18.68 |
Financial Services | 15.36 | 15.16 |
Industrials | 15.02 | 11.14 |
Healthcare | 12.07 | 12.46 |
Consumer Cyclical | 8.72 | 8.94 |
Real Estate | 7.37 | 6.86 |
Consumer Defensive | 5.14 | 7.34 |
Basic Materials | 5.05 | 4.23 |
Communication Services | 5.02 | 6.16 |
Energy | 3.92 | 6.42 |
Utilities | 2.92 | 3.89 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Total Return Bond R6 | - | 14.20 | - | - | |
MFS Limited Maturity R6 | - | 9.90 | - | - | |
MFS Inflation-Adjusted Bond R6 | - | 9.85 | - | - | |
MFS Government Securities R6 | - | 9.21 | - | - | |
MFS Global Opportunistic Bd R6 | - | 6.97 | - | - | |
MFS Value R6 | - | 6.08 | - | - | |
MFS Research R6 | - | 5.28 | - | - | |
MFS Growth R6 | - | 5.25 | - | - | |
MFS Mid Cap Value R6 | - | 4.07 | - | - | |
MFS Mid Cap Growth R6 | - | 4.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.75B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.52B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 18.15B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.08B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.42B | 1.34 | 4.16 | 6.28 |
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