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Or Mfs 529 Savings Plan Multi-asset Mfs Total Return Fund 529c (0P0000O90O)

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OR MFS 529 Savings Plan MFS Total Return 529C historical data, for real-time data please try another search

20.600 -0.090 -0.43%

21/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.29M

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0P0000O90O Holdings

Comprehensive information about top holdings and Key Holding Information for the OR MFS 529 Savings Plan MFS Total Return 529C (0P0000O90O) fund. Our OR MFS 529 Savings Plan MFS Total Return 529C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.110	0.880	0.770
Stocks	57.970	57.970	0.000
Bonds	40.980	42.640	1.660
Convertible	0.360	0.360	0.000
Preferred	0.570	0.570	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.544	17.939
Price to Book	2.378	2.974
Price to Sales	1.832	2.119
Price to Cash Flow	10.998	11.864
Dividend Yield	3.217	2.118
5 Years Earnings Growth	10.892	10.403

Sector Allocation

Name	Net %	Category Average
Financial Services	25.440	16.070
Healthcare	16.300	12.455
Industrials	15.110	10.709
Technology	13.570	23.192
Consumer Defensive	8.870	6.334
Communication Services	5.710	7.171
Consumer Cyclical	3.960	9.860
Basic Materials	3.650	3.192
Utilities	3.610	2.984
Energy	3.300	4.723
Real Estate	0.500	3.309

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
MFS Total Return 529A	-	85.89	-	-
MFS Total Return 529C	-	12.91	-	-
MFS Total Return 529B	-	1.20	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.97B	4.16	7.09	9.68
MFS Value R6	20.28B	4.15	7.20	9.79
MFS Growth R6	17.85B	4.12	12.56	15.91
MFS Instl International Equity	18.2B	5.56	5.16	7.55
MFS Growth I	14.6B	4.11	12.46	15.80

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Recent Quotes

	Name	Price	Chg.	Chg. %
	OR MFS 529 Saving.	20.600	-0.090	-0.43%