Mfs Mid Financials
| MCBVX Fund | USD 29.24 0.09 0.31% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs Mid, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Mfs Mid Fund Summary
Mfs Mid competes with Fidelity Low-priced, Vanguard Mid-cap, and Jpmorgan Mid. The fund normally invests at least 80 percent of the funds net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Value Index over the last 13 months at the time of purchase. It normally invests the funds assets primarily in equity securities.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
You should never invest in Mfs Mid Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Mfs Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Mfs Mid's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Mfs Mid Key Financial Ratios
Generally speaking, Mfs Mid's financial ratios allow both analysts and investors to convert raw data from Mfs Mid's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs Mid over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Mfs Mid Cap reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Mid's current stock value. Our valuation model uses many indicators to compare Mfs Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Mid competition to find correlations between indicators driving Mfs Mid's intrinsic value. More Info.Mfs Mid Cap is regarded third largest fund in price to earning among similar funds. It is regarded second largest fund in price to book among similar funds fabricating about 0.78 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Mid Cap is roughly 1.29 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Mid's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Mid's earnings, one of the primary drivers of an investment's value.Mfs Mid Cap Systematic Risk
Mfs Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Mfs Mid Cap correlated with the market. If Beta is less than 0 Mfs Mid generally moves in the opposite direction as compared to the market. If Mfs Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Mid is generally in the same direction as the market. If Beta > 1 Mfs Mid moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Mid April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Mfs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mfs Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7888 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.38 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.19 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Mid Cap. 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 real. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.