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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.32 | 0.00 |
Stocks | 99.68 | 99.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 15.25 |
Price to Book | 2.71 | 2.41 |
Price to Sales | 1.68 | 1.62 |
Price to Cash Flow | 11.91 | 10.08 |
Dividend Yield | 2.60 | 2.63 |
5 Years Earnings Growth | 9.59 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.64 | 20.53 |
Industrials | 17.25 | 11.93 |
Healthcare | 15.16 | 15.23 |
Consumer Defensive | 8.74 | 8.49 |
Technology | 8.04 | 12.41 |
Utilities | 7.92 | 5.04 |
Energy | 7.06 | 8.57 |
Consumer Cyclical | 3.39 | 6.45 |
Basic Materials | 2.94 | 3.92 |
Real Estate | 1.71 | 3.57 |
Communication Services | 1.15 | 5.44 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.92 | 199.95 | +1.54% | |
Progressive | US7433151039 | 3.56 | 212.53 | -0.31% | |
Cigna | US1255231003 | 3.28 | 338.10 | +0.06% | |
ConocoPhillips | US20825C1045 | 2.83 | 112.00 | -0.18% | |
McKesson | US58155Q1031 | 2.53 | 586.90 | +0.13% | |
Marsh McLennan | US5717481023 | 2.34 | 209.99 | +0.83% | |
Aon | IE00BLP1HW54 | 2.17 | 283.12 | -0.91% | |
American Express | US0258161092 | 2.12 | 232.67 | -0.29% | |
Lowe’s | US5486611073 | 2.07 | 216.67 | -0.81% | |
General Dynamics | US3695501086 | 2.03 | 299.14 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value R6 | 20.41B | 7.82 | 5.86 | 9.26 | ||
MFS Growth R6 | 18.22B | 17.98 | 8.57 | 14.74 | ||
MFS Instl International Equity | 15.54B | 6.38 | 4.30 | 6.59 | ||
MFS Intl Diversification I | 14.95B | 6.21 | 0.04 | 5.72 | ||
MFS Research International R6 | 14.22B | 6.73 | 0.80 | 4.83 |
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