Clarence Otis - MFS Investment Independent Trustee

CXH Stock  USD 7.66  0.01  0.13%   

Insider

Clarence Otis is Independent Trustee of MFS Investment Grade since 2017.
Age 64
Tenure 7 years
Address 111 Huntington Avenue, Boston, MA, United States, 02199
Phone617 954 5000
Webhttps://www.mfs.com/en-us/individual-investor/prod

Clarence Otis Latest Insider Activity

Tracking and analyzing the buying and selling activities of Clarence Otis against MFS Investment stock is an integral part of due diligence when investing in MFS Investment. Clarence Otis insider activity provides valuable insight into whether MFS Investment is net buyers or sellers over its current business cycle. Note, MFS Investment insiders must abide by specific rules, including filing SEC forms every time they buy or sell MFS Investment'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
 
Clarence Otis over a month ago
Insider Trading

MFS Investment Management Efficiency

The company has Return on Asset of 0.0226 % which means that on every $100 spent on assets, it made $0.0226 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0216 %, implying that it generated $0.0216 on every 100 dollars invested. MFS Investment's management efficiency ratios could be used to measure how well MFS Investment manages its routine affairs as well as how well it operates its assets and liabilities. The MFS Investment's current Return On Equity is estimated to increase to 0.03, while Return On Tangible Assets are projected to decrease to 0.01. As of now, MFS Investment's Total Assets are decreasing as compared to previous years. The MFS Investment's current Net Tangible Assets is estimated to increase to about 96.3 M, while Other Assets are projected to decrease to 1,724.
MFS Investment Grade has 43.77 M in debt with debt to equity (D/E) ratio of 0.62, which is OK given its current industry classification. MFS Investment Grade has a current ratio of 1.88, which is typical for the industry and considered as normal. Note however, debt could still be an excellent tool for MFS to invest in growth at high rates of return.

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MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Investment Grade Municipal Trust was founded in May 16, 1989 and is domiciled in United States. Colonial Investment is traded on New York Stock Exchange in the United States. MFS Investment Grade (CXH) is traded on New York Stock Exchange in USA. It is located in 111 Huntington Avenue, Boston, MA, United States, 02199 and employs 32 people. MFS Investment is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

MFS Investment Grade Leadership Team

Elected by the shareholders, the MFS Investment's board of directors comprises two types of representatives: MFS Investment inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Investment's management team and ensure that shareholders' interests are well served. MFS Investment's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Investment's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Kilman, Independent Trustee
Amanda Mooradian, Assistant Secretary, Assistant Clerk
Susan Pereira, Assistant Secretary, Assistant Clerk
Laurie Thomsen, Independent Trustee
John Kavanaugh, Independent Chairman of the Board of Trustees
Robert Manning, Trustee
Maryanne Roepke, Independent Trustee
Clarence Otis, Independent Trustee
Christopher Bohane, Assistant Secretary, Assistant Clerk
Matthew Stowe, Assistant Secretary, Assistant Clerk
Michael Clarke, Chief Officer
Peter Jones, Independent Trustee
James Yost, Deputy Treasurer
Kevin Connaughton, Chief President
Esq Bordewick, Chief President
Steven Buller, Independent Trustee
Frank Tarantino, Independent Chief Compliance Officer
Stephen Welsh, Vice President
Thomas Connors, Assistant Secretary, Assistant Clerk
David DiLorenzo, Treasurer
Brian Langenfeld, Assistant Secretary, Assistant Clerk
Maureen Goldfarb, Independent Trustee
Michael Roberge, Trustee
Heidi Hardin, Secretary, Clerk
Kasey Phillips, Assistant Treasurer
Robin Stelmach, President, Trustee
John Clark, Assistant Treasurer
Richard Weitzel, Assistant Secretary, Assistant Clerk
Kino Clark, Assistant Treasurer
Martin Wolin, Chief Compliance Officer
Barry Vallan, Controller
John Caroselli, Independent Trustee

MFS Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Investment a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Currently Active Assets on Macroaxis

Additional Information and Resources on Investing in MFS Stock

When determining whether MFS Investment Grade offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of MFS Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Mfs Investment Grade Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Mfs Investment Grade Stock:
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MFS Investment. If investors know MFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MFS Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.83)
Dividend Share
0.279
Earnings Share
0.23
Revenue Per Share
0.671
Quarterly Revenue Growth
0.087
The market value of MFS Investment Grade is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Investment's value that differs from its market value or its book value, called intrinsic value, which is MFS Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MFS Investment's market value can be influenced by many factors that don't directly affect MFS Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MFS Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.