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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 59.91 | 59.91 | 0.00 |
Bonds | 44.39 | 44.72 | 0.33 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.38 | 18.52 |
Price to Book | 2.05 | 3.16 |
Price to Sales | 1.66 | 2.19 |
Price to Cash Flow | 10.49 | 12.24 |
Dividend Yield | 2.48 | 1.99 |
5 Years Earnings Growth | 10.41 | 11.57 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.08 | 15.03 |
Healthcare | 15.09 | 13.32 |
Industrials | 13.12 | 10.41 |
Technology | 9.55 | 23.56 |
Consumer Defensive | 7.91 | 6.28 |
Communication Services | 7.20 | 7.29 |
Energy | 6.64 | 5.22 |
Utilities | 6.09 | 3.20 |
Basic Materials | 4.47 | 3.44 |
Consumer Cyclical | 3.85 | 9.80 |
Number of long holdings: 1,042
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 2.83 | - | - | |
Goldman Sachs | US38141G1040 | 2.00 | 594.22 | +0.28% | |
Charles Schwab | US8085131055 | 2.00 | 78.25 | +0.08% | |
5 Year Treasury Note Future Dec 24 | - | 1.81 | - | - | |
United States Treasury Notes 0.38% | - | 1.77 | - | - | |
Medtronic | IE00BTN1Y115 | 1.71 | 87.97 | -0.37% | |
Johnson Controls | IE00BY7QL619 | 1.66 | 85.71 | +0.65% | |
Cigna | US1255231003 | 1.64 | 332.04 | -2.30% | |
Masco | US5745991068 | 1.62 | 79.25 | +0.29% | |
J&J | US4781601046 | 1.57 | 153.24 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26.54B | 13.96 | 6.05 | 9.35 | ||
MFS Value R6 | 21.5B | 14.05 | 6.16 | 9.46 | ||
MFS Growth R6 | 18.92B | 24.92 | 5.72 | 14.85 | ||
MFS Instl International Equity | 17.09B | 7.41 | 3.64 | 7.21 | ||
MFS Intl Diversification I | 14.44B | 9.68 | 1.28 | 6.51 |
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