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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.75 | 0.75 | 0.00 |
Stocks | 99.25 | 99.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.87 | 19.63 |
Price to Book | 4.23 | 3.70 |
Price to Sales | 2.97 | 2.36 |
Price to Cash Flow | 16.17 | 13.57 |
Dividend Yield | 1.30 | 1.61 |
5 Years Earnings Growth | 12.32 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.66 | 26.58 |
Healthcare | 13.23 | 13.75 |
Financial Services | 12.28 | 14.22 |
Communication Services | 10.68 | 8.16 |
Consumer Cyclical | 10.07 | 10.29 |
Industrials | 8.26 | 10.15 |
Consumer Defensive | 4.61 | 6.51 |
Energy | 4.13 | 4.38 |
Basic Materials | 3.81 | 2.74 |
Utilities | 2.30 | 2.39 |
Real Estate | 1.97 | 2.38 |
Number of long holdings: 103
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.82 | - | - | |
Amazon.com Inc | - | 4.30 | - | - | |
Alphabet Inc Class A | - | 3.69 | - | - | |
NVIDIA Corp | - | 3.48 | - | - | |
Meta Platforms Inc Class A | - | 3.16 | - | - | |
Apple Inc | - | 2.94 | - | - | |
Visa A | US92826C8394 | 2.57 | 268.47 | +0.32% | |
JPMorgan | US46625H1005 | 2.18 | 190.53 | -0.59% | |
Salesforce Inc | US79466L3024 | 1.91 | 273.68 | +0.57% | |
Eli Lilly | US5324571083 | 1.63 | 735.54 | -2.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.47B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.25B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 17.28B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.89B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.82B | 4.74 | 6.55 | 6.83 |
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