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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.14 | 2.15 | 0.01 |
Stocks | 97.86 | 97.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.36 | 13.83 |
Price to Book | 1.81 | 1.80 |
Price to Sales | 1.62 | 1.42 |
Price to Cash Flow | 9.82 | 8.55 |
Dividend Yield | 3.39 | 3.18 |
5 Years Earnings Growth | 11.83 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.07 | 19.71 |
Industrials | 16.29 | 16.28 |
Technology | 15.59 | 12.90 |
Consumer Defensive | 9.91 | 8.76 |
Healthcare | 8.87 | 11.27 |
Basic Materials | 8.47 | 6.78 |
Consumer Cyclical | 7.59 | 10.37 |
Energy | 4.54 | 4.39 |
Communication Services | 4.41 | 6.04 |
Utilities | 1.88 | 2.87 |
Real Estate | 1.39 | 2.27 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Research International R6 | - | 27.44 | - | - | |
MFS Emerging Markets Equity R6 | - | 17.44 | - | - | |
MFS International Large Cap Value R6 | - | 15.04 | - | - | |
MFS International Intrinsic Value R6 | - | 14.96 | - | - | |
MFS International Growth R6 | - | 14.95 | - | - | |
MFS International New Discovery R6 | - | 9.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.16B | 11.90 | 4.44 | 8.81 | ||
MFS Value R6 | 20.42B | 12.02 | 4.55 | 8.92 | ||
MFS Growth R6 | 18.79B | 31.79 | 7.36 | 15.22 | ||
MFS Instl International Equity | 17.62B | 4.14 | 1.83 | 7.13 | ||
MFS Growth I | 15.09B | 31.67 | 7.26 | 15.11 |
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