Mfs Blended Financials
| BRSDX Fund | USD 14.38 0.03 0.21% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs Blended, 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 Blended Fund Summary
Mfs Blended competes with Vanguard Small, Fidelity Small, T Rowe, and T Rowe. The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000 Index over the last 13 months at the time of purchase. The fund may invest the funds assets in foreign securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | MFS SERIES TRUST |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
You should never invest in Mfs Blended Research 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 Blended'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 Blended Key Financial Ratios
Generally speaking, Mfs Blended's financial ratios allow both analysts and investors to convert raw data from Mfs Blended's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs Blended 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 Blended Research reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Blended's current stock value. Our valuation model uses many indicators to compare Mfs Blended value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Blended competition to find correlations between indicators driving Mfs Blended's intrinsic value. More Info.Mfs Blended Research is fourth largest fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 193.04 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Blended by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Blended'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 Blended's earnings, one of the primary drivers of an investment's value.Mfs Blended Research Systematic Risk
Mfs Blended's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Blended 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 Blended Research correlated with the market. If Beta is less than 0 Mfs Blended generally moves in the opposite direction as compared to the market. If Mfs Blended Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Blended Research is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Blended is generally in the same direction as the market. If Beta > 1 Mfs Blended moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Blended April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Blended help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Blended Research. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Blended Research 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 Blended's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 5.13 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 1.67 |
Check out Trending Equities 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 unemployment. Note that the Mfs Blended Research information on this page should be used as a complementary analysis to other Mfs Blended'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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.