Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.81 | 0.81 | 0.00 |
Stocks | 99.19 | 99.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.73 | 15.67 |
Price to Book | 2.89 | 2.51 |
Price to Sales | 1.67 | 1.73 |
Price to Cash Flow | 12.56 | 10.77 |
Dividend Yield | 2.40 | 2.48 |
5 Years Earnings Growth | 9.36 | 9.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.81 | 21.06 |
Industrials | 16.87 | 11.90 |
Healthcare | 14.60 | 15.13 |
Utilities | 8.86 | 5.37 |
Technology | 7.80 | 12.80 |
Consumer Defensive | 7.46 | 8.28 |
Energy | 6.27 | 7.62 |
Consumer Cyclical | 3.63 | 6.79 |
Basic Materials | 2.32 | 3.52 |
Real Estate | 1.95 | 3.53 |
Communication Services | 0.43 | 5.57 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.77 | 264.84 | -0.42% | |
Progressive | US7433151039 | 4.05 | 238.82 | -0.29% | |
Cigna | US1255231003 | 3.18 | 293.64 | -0.46% | |
McKesson | US58155Q1031 | 2.77 | 591.58 | -0.94% | |
Aon | IE00BLP1HW54 | 2.65 | 369.16 | +1.23% | |
American Express | US0258161092 | 2.43 | 321.34 | -1.39% | |
Marsh McLennan | US5717481023 | 2.42 | 218.96 | +0.70% | |
Morgan Stanley | US6174464486 | 2.21 | 137.82 | +0.01% | |
Lowe’s | US5486611073 | 2.18 | 262.20 | +0.34% | |
ConocoPhillips | US20825C1045 | 2.15 | 101.83 | -2.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.15B | 11.90 | 4.44 | 8.81 | ||
MFS Growth R6 | 19.15B | 31.79 | 7.36 | 15.22 | ||
MFS Instl International Equity | 17.67B | 4.14 | 1.83 | 7.13 | ||
MFS Growth I | 15.47B | 31.67 | 7.26 | 15.11 | ||
MFS Intl Diversification I | 14.46B | 6.41 | 0.29 | 6.49 |
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