Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.88 | 0.88 | 0.00 |
Stocks | 99.12 | 99.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.88 | 15.31 |
Price to Book | 2.61 | 2.46 |
Price to Sales | 1.70 | 1.68 |
Price to Cash Flow | 12.97 | 10.49 |
Dividend Yield | 2.31 | 2.53 |
5 Years Earnings Growth | 10.00 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.88 | 20.27 |
Industrials | 16.73 | 11.78 |
Healthcare | 14.80 | 15.50 |
Consumer Defensive | 8.60 | 8.60 |
Utilities | 8.57 | 5.50 |
Technology | 8.50 | 12.68 |
Energy | 6.02 | 7.88 |
Consumer Cyclical | 3.52 | 6.68 |
Basic Materials | 2.74 | 3.75 |
Real Estate | 1.98 | 3.77 |
Communication Services | 0.67 | 5.39 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.49 | 248.55 | +1.55% | |
Progressive | US7433151039 | 3.93 | 266.06 | +0.99% | |
Cigna | US1255231003 | 3.02 | 328.45 | -0.49% | |
Aon | IE00BLP1HW54 | 2.41 | 386.21 | +0.94% | |
Marsh McLennan | US5717481023 | 2.38 | 227.82 | +1.52% | |
McKesson | US58155Q1031 | 2.24 | 623.19 | -0.81% | |
Lowe’s | US5486611073 | 2.23 | 264.68 | -0.20% | |
American Express | US0258161092 | 2.23 | 301.30 | +2.83% | |
J&J | US4781601046 | 2.21 | 155.17 | -0.21% | |
General Dynamics | US3695501086 | 2.19 | 281.81 | +0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 26.03B | 13.96 | 6.05 | 9.35 | ||
MFS Growth R6 | 18.54B | 24.92 | 5.72 | 14.85 | ||
MFS Instl International Equity | 16.97B | 7.41 | 3.64 | 7.21 | ||
MFS Intl Diversification I | 14.28B | 9.68 | 1.28 | 6.51 | ||
MFS Growth I | 14.95B | 24.82 | 5.62 | 14.74 |
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