Mfs Blended Research Fund Quote
MUETX Fund | USD 33.83 0.07 0.21% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Mfs Blended is trading at 33.83 as of the 17th of April 2024; that is -0.21 percent decrease since the beginning of the trading day. The fund's open price was 33.9. Mfs Blended has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs Blended Research are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of March 2024 and ending today, the 17th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. MFS Blended is traded on NASDAQ Exchange in the United States. More on Mfs Blended Research
Mfs Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mfs Blended's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Blended or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors) |
Update Date | 31st of March 2024 |
Mfs Blended Research [MUETX] is traded in USA and was established 17th of April 2024. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 1.36 B in assets with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 12.32% with the current yeild of 0.01%, while the total return for the last 3 years was 11.56%.
Check Mfs Blended Probability Of Bankruptcy
Instrument Allocation
Top Mfs Blended Research Mutual Fund Constituents
NVDA | NVIDIA | Stock | Information Technology |
EA | Electronic Arts | Stock | Communication Services |
PM | Philip Morris International | Stock | Consumer Staples |
JNJ | Johnson Johnson | Stock | Health Care |
GOOG | Alphabet Inc Class C | Stock | Communication Services |
GOOGL | Alphabet Inc Class A | Stock | Communication Services |
BAC | Bank of America | Stock | Financials |
Mfs Blended Research Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mfs Blended market risk premium is the additional return an investor will receive from holding Mfs Blended long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mfs Blended. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mfs Blended's alpha and beta are two of the key measurements used to evaluate Mfs Blended's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5492 | |||
Standard Deviation | 0.7332 | |||
Variance | 0.5376 | |||
Risk Adjusted Performance | (0.07) |
Mfs Blended Against Markets
Picking the right benchmark for Mfs Blended mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mfs Blended mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mfs Blended is critical whether you are bullish or bearish towards Mfs Blended Research at a given time. Please also check how Mfs Blended's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Mfs Blended without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Mfs Mutual Fund?
Before investing in Mfs Blended, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mfs Blended. To buy Mfs Blended fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Blended. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Mfs Blended fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Mfs Blended Research fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Mfs Blended Research fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mfs Blended Research, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Mfs Blended Research?
The danger of trading Mfs Blended Research is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mfs Blended is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mfs Blended. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Blended Research is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Blended Research. 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 estimate. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.