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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 60.40 | 60.40 | 0.00 |
Bonds | 42.97 | 44.04 | 1.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.21 | 17.80 |
Price to Book | 2.19 | 3.03 |
Price to Sales | 1.68 | 2.02 |
Price to Cash Flow | 10.64 | 11.66 |
Dividend Yield | 2.60 | 2.04 |
5 Years Earnings Growth | 10.03 | 11.14 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.25 | 14.95 |
Industrials | 15.40 | 10.86 |
Technology | 13.56 | 22.75 |
Healthcare | 12.90 | 13.47 |
Communication Services | 7.72 | 7.15 |
Energy | 6.01 | 5.47 |
Consumer Defensive | 5.84 | 6.31 |
Utilities | 4.64 | 3.03 |
Consumer Cyclical | 3.88 | 10.09 |
Basic Materials | 3.80 | 3.53 |
Number of long holdings: 1,079
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.38% | - | 2.41 | - | - | |
Goldman Sachs | US38141G1040 | 2.38 | 420.02 | -0.71% | |
JPMorgan | US46625H1005 | 2.27 | 193.28 | +0.10% | |
5 Year Treasury Note Future June 24 | - | 2.14 | - | - | |
2 Year Treasury Note Future June 24 | - | 1.97 | - | - | |
Microsoft | US5949181045 | 1.86 | 399.04 | -2.45% | |
Charles Schwab | US8085131055 | 1.83 | 74.86 | -0.44% | |
Comcast | US20030N1019 | 1.76 | 37.87 | -5.82% | |
Eaton | IE00B8KQN827 | 1.75 | 317.11 | -0.53% | |
Cigna | US1255231003 | 1.74 | 354.50 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.67B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.38B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 17.06B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.92B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.46B | 4.74 | 6.55 | 6.83 |
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