Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 60.99 | 60.99 | 0.00 |
Bonds | 42.53 | 42.70 | 0.17 |
Preferred | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.16 | 18.55 |
Price to Book | 2.31 | 3.24 |
Price to Sales | 1.64 | 2.26 |
Price to Cash Flow | 10.45 | 12.65 |
Dividend Yield | 2.67 | 1.93 |
5 Years Earnings Growth | 9.32 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.05 | 15.26 |
Healthcare | 16.09 | 12.93 |
Industrials | 12.05 | 10.24 |
Technology | 9.41 | 24.01 |
Consumer Defensive | 7.75 | 6.19 |
Communication Services | 7.05 | 7.44 |
Energy | 6.78 | 4.97 |
Utilities | 5.44 | 3.28 |
Basic Materials | 4.20 | 3.39 |
Consumer Cyclical | 4.17 | 9.91 |
Number of long holdings: 1,035
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Mar 25 | - | 2.91 | - | - | |
Charles Schwab | US8085131055 | 2.40 | 74.48 | +0.04% | |
Goldman Sachs | US38141G1040 | 2.08 | 583.39 | +0.56% | |
Medtronic | IE00BTN1Y115 | 1.69 | 79.84 | -1.37% | |
Bank of America | US0605051046 | 1.62 | 45.40 | +1.32% | |
Cigna | US1255231003 | 1.58 | 279.66 | -0.37% | |
Kenvue | US49177J1025 | 1.56 | 21.11 | -0.42% | |
United States Treasury Notes 0.38% | - | 1.55 | - | - | |
Johnson Controls | IE00BY7QL619 | 1.52 | 79.27 | -0.81% | |
Comcast | US20030N1019 | 1.48 | 37.49 | -0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.6B | 19.50 | 8.82 | 9.57 | ||
MFS Value R6 | 19.9B | 19.61 | 8.94 | 9.69 | ||
MFS Growth R6 | 18.59B | 32.62 | 8.19 | 15.18 | ||
MFS Instl International Equity | 16.92B | 6.53 | 4.24 | 6.91 | ||
MFS Growth I | 14.89B | 32.51 | 8.09 | 15.07 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review