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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 61.49 | 61.49 | 0.00 |
Bonds | 41.62 | 42.67 | 1.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.92 | 18.21 |
Price to Book | 2.28 | 3.08 |
Price to Sales | 1.76 | 2.07 |
Price to Cash Flow | 11.15 | 11.96 |
Dividend Yield | 2.51 | 2.00 |
5 Years Earnings Growth | 9.73 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.66 | 14.97 |
Industrials | 15.40 | 10.85 |
Technology | 13.10 | 22.93 |
Healthcare | 12.78 | 13.35 |
Communication Services | 7.42 | 7.20 |
Energy | 6.27 | 5.46 |
Consumer Defensive | 5.99 | 6.31 |
Utilities | 4.60 | 3.04 |
Basic Materials | 3.96 | 3.52 |
Consumer Cyclical | 3.81 | 10.09 |
Number of long holdings: 1,058
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs | US38141G1040 | 2.48 | 462.16 | -0.05% | |
JPMorgan | US46625H1005 | 2.38 | 197.60 | -0.36% | |
United States Treasury Notes 0.38% | - | 2.35 | - | - | |
5 Year Treasury Note Future June 24 | - | 2.09 | - | - | |
Charles Schwab | US8085131055 | 1.93 | 73.40 | -2.48% | |
2 Year Treasury Note Future June 24 | - | 1.91 | - | - | |
Eaton | IE00B8KQN827 | 1.84 | 339.49 | +0.98% | |
Microsoft Corp | - | 1.84 | - | - | |
Cigna | US1255231003 | 1.83 | 337.68 | +0.36% | |
Comcast Corp Class A | - | 1.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.11B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.81B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.99B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.19B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.39B | 1.34 | 4.16 | 6.28 |
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