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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 25.71 | 25.74 | 0.03 |
Bonds | 78.24 | 79.46 | 1.22 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.22 | 0.22 | 0.00 |
Other | 2.16 | 2.26 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.26 | 16.54 |
Price to Book | 2.32 | 2.32 |
Price to Sales | 1.47 | 1.65 |
Price to Cash Flow | 9.62 | 9.86 |
Dividend Yield | 2.30 | 2.65 |
5 Years Earnings Growth | 10.82 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.79 | 20.97 |
Financial Services | 14.40 | 15.03 |
Industrials | 12.69 | 11.20 |
Healthcare | 11.69 | 11.99 |
Real Estate | 10.27 | 5.18 |
Consumer Cyclical | 9.12 | 10.72 |
Communication Services | 5.57 | 6.71 |
Consumer Defensive | 5.43 | 6.31 |
Energy | 4.96 | 4.65 |
Basic Materials | 4.76 | 4.28 |
Utilities | 3.30 | 2.96 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MFS Limited Maturity R6 | - | 19.86 | - | - | |
MFS Total Return Bond R6 | - | 19.77 | - | - | |
MFS Inflation-Adjusted Bond R6 | - | 9.99 | - | - | |
MFS Government Securities R6 | - | 9.75 | - | - | |
MFS Global Opportunistic Bd R6 | - | 7.01 | - | - | |
MFS Blended Research Mid Cap Eq R6 | - | 3.03 | - | - | |
MFS Blended Research Intl Eq R6 | - | 2.51 | - | - | |
MFS Global Real Estate R6 | - | 2.02 | - | - | |
MFS Blended Research Value Equity R6 | - | 2.02 | - | - | |
MFS Value R6 | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Lifetime Income A | 190.75M | 9.34 | 0.85 | 3.82 | ||
MFS Global Alternative Strategy I | 92.99M | 2.40 | 3.57 | 3.08 | ||
MFS Lifetime Income C | 21.09M | 8.53 | 0.12 | 3.04 | ||
MFS Global Alternative Strategy A | 28.42M | 2.50 | 3.31 | 2.83 |
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