Benjamin Nastou - Mfs Global Fund Manager
DVRFX Fund | USD 12.13 0.05 0.41% |
Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management . He is a member of the portfolio management teams of the firms commodity and global multiasset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelors degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute.
Phone | 800-225-2606 |
Mfs Global Management Performance (%)
Similar Money Managers
Found 4 records | One Year Return | ||
Richard Murrall | Blackrock Tactical Opportunitie | N/A | |
Barry Goodman | Catalystmillburn Hedge Strategy | N/A | |
Richard Murrall | Blackrock Tactical Opportunitie | N/A | |
Barry Goodman | Catalystmillburn Hedge Strategy | N/A |
Mfs Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Mfs Global 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.
Price To Earning | 19.47 X | |||
Price To Book | 2.54 X | |||
Price To Sales | 1.72 X | |||
Total Asset | 167.02 M | |||
Annual Yield | 0 % | |||
Year To Date Return | 5.13 % | |||
One Year Return | 9.39 % | |||
Three Year Return | 2.91 % | |||
Five Year Return | 3.62 % | |||
Ten Year Return | 2.65 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Mfs Global in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Mfs Global's short interest history, or implied volatility extrapolated from Mfs Global options trading.
Pair Trading with Mfs Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Global will appreciate offsetting losses from the drop in the long position's value.Moving together with Mfs Mutual Fund
0.68 | FPPJX | Mfs Prudent Investor | PairCorr |
0.68 | FPPQX | Mfs Prudent Investor | PairCorr |
0.63 | FPPRX | Mfs Prudent Investor | PairCorr |
0.66 | FPPSX | Mfs Prudent Investor | PairCorr |
0.69 | FPPUX | Mfs Prudent Investor | PairCorr |
The ability to find closely correlated positions to Mfs Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Global Alternative to buy it.
The correlation of Mfs Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Global Alternative moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mfs Global Alternative. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Mfs Global Alternative information on this page should be used as a complementary analysis to other Mfs Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.