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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 0.94 | 0.00 |
Stocks | 99.06 | 99.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.92 | 14.96 |
Price to Book | 2.72 | 2.38 |
Price to Sales | 1.70 | 1.59 |
Price to Cash Flow | 12.33 | 9.92 |
Dividend Yield | 2.52 | 2.65 |
5 Years Earnings Growth | 10.28 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.28 | 20.46 |
Industrials | 17.63 | 11.90 |
Healthcare | 15.26 | 15.42 |
Technology | 8.56 | 12.48 |
Consumer Defensive | 7.99 | 8.49 |
Utilities | 7.13 | 5.04 |
Energy | 5.79 | 8.25 |
Consumer Cyclical | 3.60 | 6.53 |
Basic Materials | 2.99 | 3.90 |
Communication Services | 2.61 | 5.53 |
Real Estate | 2.17 | 3.67 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.76 | 193.28 | +0.10% | |
Progressive | US7433151039 | 3.23 | 210.05 | -1.01% | |
Cigna | US1255231003 | 3.08 | 354.50 | +0.63% | |
Marsh McLennan | US5717481023 | 2.53 | 201.42 | +0.23% | |
ConocoPhillips | US20825C1045 | 2.52 | 130.07 | +0.61% | |
McKesson | US58155Q1031 | 2.45 | 540.19 | +0.89% | |
Comcast | US20030N1019 | 2.39 | 37.87 | -5.82% | |
Aon | IE00BLP1HW54 | 2.26 | 305.93 | -0.94% | |
J&J | US4781601046 | 2.21 | 146.84 | -1.14% | |
Lowe’s | US5486611073 | 2.18 | 230.00 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
MFS Research International R6 | 13.81B | 4.82 | 2.57 | 4.95 |
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