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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.31 | 15.35 | 11.04 |
Stocks | 35.72 | 35.74 | 0.02 |
Bonds | 61.89 | 66.22 | 4.33 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.23 | 16.68 |
Price to Book | 2.80 | 2.50 |
Price to Sales | 2.12 | 1.76 |
Price to Cash Flow | 13.09 | 10.49 |
Dividend Yield | 1.95 | 2.58 |
5 Years Earnings Growth | 10.41 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.14 | 18.68 |
Financial Services | 15.59 | 15.15 |
Industrials | 14.94 | 11.14 |
Healthcare | 11.93 | 12.47 |
Consumer Cyclical | 8.61 | 8.94 |
Real Estate | 7.37 | 6.85 |
Consumer Defensive | 5.30 | 7.34 |
Basic Materials | 5.15 | 4.24 |
Communication Services | 4.94 | 6.16 |
Energy | 4.09 | 6.43 |
Utilities | 2.93 | 3.90 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Total Return Bond R6 | - | 14.32 | - | - | |
MFS Limited Maturity R6 | - | 10.05 | - | - | |
MFS Inflation-Adjusted Bond R6 | - | 9.93 | - | - | |
MFS Government Securities R6 | - | 9.30 | - | - | |
MFS Global Opportunistic Bd R6 | - | 7.02 | - | - | |
MFS Value R6 | - | 5.99 | - | - | |
MFS Research R6 | - | 5.19 | - | - | |
MFS Growth R6 | - | 5.16 | - | - | |
MFS High Income R6 | - | 4.02 | - | - | |
MFS Mid Cap Value R6 | - | 3.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.45B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.58B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.77B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 14.83B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.18B | 1.34 | 4.16 | 6.28 |
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