Mfs Value Financials
| MEIKX Fund | USD 49.67 0.30 0.61% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs Value, 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 Value Fund Summary
Mfs Value competes with Mfs Total, Mfs International, Mfs Growth, Mfs International, and Mfs Corporate. The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth .Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US55273H3536 |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
You should never invest in Mfs Value Fund 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 Value'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 Value Key Financial Ratios
Generally speaking, Mfs Value's financial ratios allow both analysts and investors to convert raw data from Mfs Value's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs Value 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 Value Fund reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Value's current stock value. Our valuation model uses many indicators to compare Mfs Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Value competition to find correlations between indicators driving Mfs Value's intrinsic value. More Info.Mfs Value Fund is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Value Fund is roughly 7.32 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Value'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 Value's earnings, one of the primary drivers of an investment's value.Mfs Value Fund Systematic Risk
Mfs Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Value 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Mfs Value Fund correlated with the market. If Beta is less than 0 Mfs Value generally moves in the opposite direction as compared to the market. If Mfs Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Value Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Value is generally in the same direction as the market. If Beta > 1 Mfs Value moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Value April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Value Fund 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 Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5998 | |||
| Information Ratio | 7.0E-4 | |||
| Maximum Drawdown | 2.96 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.9483 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Value Fund. 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 industry. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .