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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 | 15.28 |
Price to Book | 2.71 | 2.41 |
Price to Sales | 1.68 | 1.62 |
Price to Cash Flow | 11.91 | 10.12 |
Dividend Yield | 2.60 | 2.62 |
5 Years Earnings Growth | 9.59 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.64 | 20.54 |
Industrials | 17.25 | 11.92 |
Healthcare | 15.16 | 15.25 |
Consumer Defensive | 8.74 | 8.47 |
Technology | 8.04 | 12.44 |
Utilities | 7.92 | 5.05 |
Energy | 7.06 | 8.52 |
Consumer Cyclical | 3.39 | 6.46 |
Basic Materials | 2.94 | 3.94 |
Real Estate | 1.71 | 3.57 |
Communication Services | 1.15 | 5.46 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.92 | 202.63 | +1.66% | |
Progressive | US7433151039 | 3.56 | 211.18 | +2.05% | |
Cigna | US1255231003 | 3.28 | 344.62 | +4.11% | |
ConocoPhillips | US20825C1045 | 2.83 | 116.48 | +2.55% | |
McKesson | US58155Q1031 | 2.53 | 569.59 | +1.54% | |
Marsh McLennan | US5717481023 | 2.34 | 207.58 | +1.56% | |
Aon | IE00BLP1HW54 | 2.17 | 281.64 | +1.71% | |
American Express | US0258161092 | 2.12 | 240.00 | +1.17% | |
Lowe’s | US5486611073 | 2.07 | 221.29 | +2.77% | |
General Dynamics | US3695501086 | 2.03 | 299.77 | +1.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.45B | 4.68 | 5.60 | 9.02 | ||
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 | ||
MFS Research International R6 | 14.21B | 1.64 | 0.55 | 4.56 |
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