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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.68 | 0.68 | 0.00 |
Stocks | 99.32 | 99.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 15.31 |
Price to Book | 2.82 | 2.42 |
Price to Sales | 1.77 | 1.63 |
Price to Cash Flow | 12.92 | 10.15 |
Dividend Yield | 2.45 | 2.61 |
5 Years Earnings Growth | 9.68 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.70 | 20.51 |
Industrials | 17.53 | 11.94 |
Healthcare | 14.99 | 15.31 |
Consumer Defensive | 8.52 | 8.43 |
Technology | 7.92 | 12.48 |
Utilities | 7.12 | 5.00 |
Energy | 6.17 | 8.40 |
Consumer Cyclical | 3.59 | 6.48 |
Basic Materials | 3.08 | 3.93 |
Communication Services | 2.34 | 5.50 |
Real Estate | 2.05 | 3.61 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.93 | 198.58 | -0.10% | |
Progressive | US7433151039 | 3.38 | 212.46 | -1.53% | |
Cigna | US1255231003 | 3.20 | 349.08 | +0.20% | |
ConocoPhillips | US20825C1045 | 2.75 | 121.53 | -0.31% | |
McKesson | US58155Q1031 | 2.43 | 554.59 | -0.95% | |
Comcast Corp Class A | - | 2.32 | - | - | |
Marsh McLennan | US5717481023 | 2.32 | 205.55 | 0.00% | |
Aon | IE00BLP1HW54 | 2.30 | 288.52 | -1.56% | |
Lowe’s | US5486611073 | 2.21 | 232.95 | -0.89% | |
J&J | US4781601046 | 2.08 | 151.24 | +0.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value R6 | 20.78B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.64B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.16B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.13B | 1.34 | 4.16 | 6.28 | ||
MFS Research International R6 | 14.22B | 1.64 | 0.55 | 4.56 |
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