| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 5.48 | | Stocks: | 38.04 | | Bonds: | 56.15 | | Other: | 0.34 |
|
| TOP 10 HOLDINGS ( 83.09% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Research Bond I | N/A | 20.24 | N/A | | MFS Inflation Adjusted Bond I | N/A | 9.89 | N/A | | MFS Limited Maturity I | N/A | 9.86 | N/A | | MFS Government Securities I | N/A | 9.86 | N/A | | MFS Research I | N/A | 7.03 | N/A | | MFS Core Growth I | N/A | 6.00 | N/A | | MFS Value I | N/A | 5.98 | N/A | | MFS High Income I | N/A | 5.10 | N/A | | MFS Emerging Markets Debt I | N/A | 5.05 | N/A | | MFS Mid Cap Value I | N/A | 4.08 | N/A |
|
| Averages | EBCAX | Category Avg | | Price/Earnings | 17.55 | 16.10 | | Price/Book | 2.00 | 2.03 | | Price/Sales | 1.22 | 1.10 | | Price/Cashflow | 8.76 | 7.84 | | Median Market Cap | 17.06B | 19.71B | | 3 Year Earnings Growth | 9.02% | 9.68% |
|
| Sector | | EBCAX | Category Avg | | Utilities | | 3.58 | 4.23 | | Business services | | 6.03 | 4.02 | | Financials | | 17.74 | 19.68 | | Telecommunications | | 5.93 | 6.32 | | Media | | 2.50 | 2.25 | | Consumer goods | | 11.72 | 9.94 | | Energy | | 8.67 | 11.22 | | Hardware | | 7.85 | 7.24 | | Health | | 11.63 | 10.95 | | Software | | 4.49 | 3.29 | | Consumer services | | 8.83 | 7.89 | | Industrial materials | | 11.03 | 12.97 |
|
| Sector | EBCAX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | 53.89 | 49.90 | | AA | 4.72 | 5.35 | | A | 8.91 | 9.14 | | BBB | 16.56 | 11.64 | | BB | 8.07 | 7.92 | | B | 4.95 | 7.30 | | BELOW B | 2.44 | 3.87 | | OTHER | 0.46 | 4.87 |
|
| Averages | EBCAX | Category Avg | |
Maturity
| 11.58 | 6.47 | |
Duration
| 3.73 | 3.82 | |
Credit Quality
| AA | A |
|
| |
|
0.12% Nasdaq 
0.11%
Holdings
