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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.91 | 1.91 | 0.00 |
Stocks | 97.63 | 97.63 | 0.00 |
Preferred | 0.46 | 0.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.23 | 14.51 |
Price to Book | 2.17 | 2.05 |
Price to Sales | 1.16 | 1.21 |
Price to Cash Flow | 9.45 | 9.18 |
Dividend Yield | 2.11 | 2.13 |
5 Years Earnings Growth | 9.26 | 10.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.34 | 17.63 |
Industrials | 17.80 | 16.51 |
Consumer Cyclical | 11.64 | 11.53 |
Technology | 8.25 | 11.00 |
Utilities | 8.07 | 7.16 |
Healthcare | 7.62 | 10.18 |
Real Estate | 7.24 | 7.82 |
Consumer Defensive | 7.18 | 6.58 |
Energy | 5.93 | 6.11 |
Basic Materials | 5.14 | 4.98 |
Communication Services | 0.78 | 3.11 |
Number of long holdings: 146
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PG E | US69331C1080 | 1.43 | 19.86 | -2.65% | |
Hartford | US4165151048 | 1.38 | 108.65 | -0.78% | |
M&T Bank | US55261F1049 | 1.36 | 193.25 | +0.89% | |
Raymond James Financial | US7547301090 | 1.35 | 159.87 | +1.36% | |
Targa Resources | US87612G1013 | 1.24 | 186.16 | -0.01% | |
Cencora Inc | US03073E1055 | 1.22 | 228.88 | -0.14% | |
Toll Brothers | US8894781033 | 1.18 | 126.10 | -0.10% | |
Public Service Enterprise | US7445731067 | 1.10 | 85.70 | -0.64% | |
Graphic Packaging | US3886891015 | 1.03 | 26.44 | -0.19% | |
Willis Towers Watson | IE00BDB6Q211 | 1.02 | 306.61 | -0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.6B | 19.50 | 8.82 | 9.57 | ||
MFS Value R6 | 19.9B | 19.61 | 8.94 | 9.69 | ||
MFS Growth R6 | 18.59B | 32.62 | 8.19 | 15.18 | ||
MFS Instl International Equity | 16.92B | 6.53 | 4.24 | 6.91 | ||
MFS Growth I | 14.89B | 32.51 | 8.09 | 15.07 |
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