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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 | 15.16 |
Price to Book | 2.72 | 2.40 |
Price to Sales | 1.70 | 1.61 |
Price to Cash Flow | 12.33 | 10.05 |
Dividend Yield | 2.52 | 2.63 |
5 Years Earnings Growth | 10.28 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.28 | 20.48 |
Industrials | 17.63 | 11.91 |
Healthcare | 15.26 | 15.36 |
Technology | 8.56 | 12.51 |
Consumer Defensive | 7.99 | 8.47 |
Utilities | 7.13 | 5.04 |
Energy | 5.79 | 8.33 |
Consumer Cyclical | 3.60 | 6.47 |
Basic Materials | 2.99 | 3.91 |
Communication Services | 2.61 | 5.51 |
Real Estate | 2.17 | 3.62 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.76 | 194.08 | +0.37% | |
Progressive | US7433151039 | 3.23 | 208.41 | -0.79% | |
Cigna | US1255231003 | 3.08 | 353.94 | -0.16% | |
Marsh McLennan | US5717481023 | 2.53 | 198.85 | -1.30% | |
ConocoPhillips | US20825C1045 | 2.52 | 130.16 | +0.04% | |
McKesson | US58155Q1031 | 2.45 | 542.34 | +0.44% | |
Comcast | US20030N1019 | 2.39 | 38.28 | +1.10% | |
Aon | IE00BLP1HW54 | 2.26 | 279.46 | -8.67% | |
J&J | US4781601046 | 2.21 | 146.28 | -0.37% | |
Lowe’s | US5486611073 | 2.18 | 231.30 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.6B | 8.81 | 8.53 | 9.46 | ||
MFS Growth R6 | 17.02B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.91B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.43B | 4.74 | 6.55 | 6.83 | ||
MFS Research International R6 | 13.78B | 4.82 | 2.57 | 4.95 |
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