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New Zealand markets closed
NZX 50
11,835.02
+118.58
(+1.01%)
NZD/USD
0.6109
-0.0013
(-0.22%)
ALL ORDS
8,022.90
-54.00
(-0.67%)
OIL
81.23
+0.40
(+0.49%)
GOLD
2,328.10
-2.70
(-0.12%)
MFS Total Return B (MTRBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.74
-0.10
(-0.50%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
-3.18%
Stocks
59.66%
Bonds
43.52%
Others
0.00%
Preferred
0.00%
Convertible
0.00%
Sector weightings (%)
Sector(s)
MTRBX
Basic materials
4.54%
Consumer cyclical
3.66%
Financial services
26.57%
Property
0.00%
Consumer defensive
6.27%
Healthcare
14.25%
Utilities
5.92%
Communication services
7.26%
Energy
6.33%
Industrials
13.28%
Technology
11.95%
Equity holdings
Average
MTRBX
Category average
Price/Earnings
0.05
23.62
Price/book
0.43
3.26
Price/sales
0.55
2.32
Price/Cash flow
0.09
15.57
Median market cap
88,931.87
97,816.96
3-year earnings growth
15.05
15.47
Bond holdings
Average
MTRBX
Category average
Maturity
9.08
5.72
Duration
3.85
4.49
Credit quality
N/A
N/A
Bond ratings
Sector(s)
MTRBX
US government
11.68%
AAA
57.20%
AA
5.13%
A
11.51%
BBB
17.53%
BB
0.00%
B
0.00%
Below B
0.01%
Others
8.62%
Top 7 holdings (13.06% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
The Goldman Sachs Group Inc
GS
2.36%
JPMorgan Chase & Co
JPM
2.18%
Charles Schwab Corp
SCHW
1.91%
Microsoft Corp
MSFT
1.72%
The Cigna Group
CI
1.70%
Johnson Controls International PLC
JCI
1.60%
Bank of America Corp
BAC
1.59%
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