UK markets closed
NIKKEI 225
39,583.08 +241.58 (+0.61%) HANG SENG
17,718.61 +2.11 (+0.01%) CRUDE OIL
81.56 +0.02 (+0.02%) GOLD FUTURES
2,335.20 -4.40 (-0.19%) DOW
39,118.86 -45.24 (-0.12%) Bitcoin GBP
49,536.08 +1,425.27 (+2.96%)
MFS Growth Allocation 529A (EAGWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 07:45PM EDT
Overall portfolio composition (%)
Cash-3.40%
Stocks74.03%
Bonds25.01%
Others4.32%
Preferred0.03%
Convertible0.00%
Sector weightings (%)
Sector(s)EAGWX
Basic materials5.42%
Consumer cyclical9.52%
Financial services14.75%
Property7.39%
Consumer defensive6.03%
Healthcare11.74%
Utilities2.96%
Communication services5.21%
Energy4.46%
Industrials14.35%
Technology18.17%
Equity holdings
AverageEAGWXCategory average
Price/Earnings0.0523.97
Price/book0.383.32
Price/sales0.52.32
Price/Cash flow0.0715.25
Median market cap47,275.371,331.74
3-year earnings growth14.3814.71
Bond holdings
AverageEAGWXCategory average
Maturity88.85.41
Duration3.884.69
Credit qualityN/AN/A
Bond ratings
Sector(s)EAGWX
US government13.70%
AAA31.95%
AA3.58%
A7.52%
BBB14.79%
BB13.33%
B9.03%
Below B2.70%
Others17.10%
Top 10 holdings (71.70% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| MFS Value R6 | MEIKX | 9.99% |
| MFS Growth R6 | MFEKX | 9.97% |
| MFS Research R6 | MFRKX | 9.94% |
| MFS Mid Cap Growth R6 | OTCKX | 8.94% |
| MFS Mid Cap Value R6 | MVCKX | 8.91% |
| MFS Research International R6 | MRSKX | 6.96% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 5.04% |
| MFS High Income R6 | MHIKX | 4.05% |
| MFS Commodity Strategy R6 | MCSRX | 4.04% |
| MFS Global Real Estate R6 | MGLRX | 3.87% |
© 2024 Yahoo. All rights reserved.