Mfs Union Standard Fund Quote
| MUSBX Fund | USD 32.38 0.40 1.25% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Mfs Union is trading at 32.38 as of the 25th of April 2024; that is 1.25 percent up since the beginning of the trading day. The fund's open price was 31.98. Mfs Union has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mfs Union Standard are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th 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 Union Standard
Moving together with Mfs Mutual Fund
| 0.82 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.81 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.82 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.82 | VITSX | Vanguard Total Stock | PairCorr |
| 0.82 | VSMPX | Vanguard Total Stock | PairCorr |
| 0.82 | VSTSX | Vanguard Total Stock | PairCorr |
| 0.82 | VFINX | Vanguard 500 Index | PairCorr |
Mfs Union Standard cannot be verified against its exchange. Apparently, Mfs Union is not available for investing at the moment. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
RefreshMfs 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 Union's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Union or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Large Blend, MFS (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Mfs Union Standard [MUSBX] is traded in USA and was established 25th of April 2024. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 1.11 B in assets with no minimum investment requirementsMfs Union Standard is currently producing year-to-date (YTD) return of 6.82%, while the total return for the last 3 years was 8.44%.
Check Mfs Union Probability Of Bankruptcy
Mfs Union Standard Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mfs Union market risk premium is the additional return an investor will receive from holding Mfs Union 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 Union. 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 Union's alpha and beta are two of the key measurements used to evaluate Mfs Union's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.635 | |||
| Semi Deviation | 0.5777 | |||
| Standard Deviation | 0.8082 | |||
| Variance | 0.6533 |
Mfs Union Against Markets
Picking the right benchmark for Mfs Union 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 Union 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 Union is critical whether you are bullish or bearish towards Mfs Union Standard at a given time. Please also check how Mfs Union's historical prices are related to one of the top price index indicators.
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Be your own money manager
Our tools can tell you how much better you can do entering a position in Mfs Union 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 Union, 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 Union. To buy Mfs Union fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Union. 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 Union fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Mfs Union Standard 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 Union Standard 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 Union Standard, 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 Union Standard?
The danger of trading Mfs Union Standard 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 Union 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 Union. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Union Standard 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 Union Standard. 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 bureau of labor statistics. Note that the Mfs Union Standard information on this page should be used as a complementary analysis to other Mfs Union'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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.