MFS BLENDED Financials

BRSHX Fund  USD 12.57  0.47  3.88%   
You can employ fundamental analysis to find out if MFS BLENDED RESEARCH is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We have analyze and collected data for eight available fundamentals for MFS BLENDED, which can be compared to its peers in the industry. Please exercise MFS BLENDED RESEARCH number of employees and equity positions weight to make a decision on whether MFS BLENDED RESEARCH is priced favorably. Use MFS BLENDED to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences an unexpected upward trend. Watch out for market signals. Check odds of MFS BLENDED to be traded at $15.08 in 90 days.
With this module, you can analyze MFS financials for your investing period. You should be able to track the changes in MFS BLENDED individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past MFS BLENDED Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of MFS BLENDED's financial statements are interrelated, with each one affecting the others. For example, an increase in MFS BLENDED's assets may result in an increase in income on the income statement.
Evaluating MFS BLENDED's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of MFS BLENDED's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the MFS BLENDED's relative financial performance

Chance Of Distress

Less than 1

MFS BLENDED RESEARCH has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for MFS BLENDED mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More Info
The data published in MFS BLENDED's official financial statements usually reflect MFS BLENDED's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of MFS BLENDED RESEARCH. For example, before you start analyzing numbers published by MFS accountants, it's critical to develop an understanding of what MFS BLENDED's liquidity, profitability, and earnings quality are in the context of the MFS space in which it operates.
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 Company Summary

MFS BLENDED competes with NATIONWIDE BAILARD, Towpath Technology, ICON INFORMATION, GOLDMAN SACHS, and Fidelity Disruptive. The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. MFS Blended is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressMFS SERIES TRUST
Mutual Fund FamilyMFS
Mutual Fund CategorySmall Blend
BenchmarkNYSE Composite
Phone800 225 2606
CurrencyUSD - US Dollar

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 the top fund in one year return among similar funds. It is the top fund in three year return among similar funds . . 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'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 ten with a total number of output elements of fifty-one. 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.

About MFS BLENDED Financials

What exactly are MFS BLENDED Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include MFS BLENDED's income statement, its balance sheet, and the statement of cash flows. Potential MFS BLENDED investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although MFS BLENDED investors may use each financial statement separately, they are all related. The changes in MFS BLENDED's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on MFS BLENDED's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze MFS BLENDED Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as MFS BLENDED is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of MFS has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if MFS BLENDED's financials are consistent with your investment objective using the following steps:
  • Review MFS BLENDED's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand MFS BLENDED's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare MFS BLENDED's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if MFS BLENDED's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. MFS BLENDED RESEARCH is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 2.2 Billion. MFS BLENDED retains roughly 312.56 Million in net asset claiming about 14% of funds listed under Small Blend category.

MFS BLENDED June 4, 2023 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.
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 gross domestic product. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for MFS Mutual Fund analysis

When running MFS BLENDED's price analysis, check to measure MFS BLENDED's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS BLENDED is operating at the current time. Most of MFS BLENDED's value examination focuses on studying past and present price action to predict the probability of MFS BLENDED's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS BLENDED's price. Additionally, you may evaluate how the addition of MFS BLENDED to your portfolios can decrease your overall portfolio volatility.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Global Correlations
Find global opportunities by holding instruments from different markets
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Transaction History
View history of all your transactions and understand their impact on performance
Equity Valuation
Check real value of public entities based on technical and fundamental data
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Please note, there is a significant difference between MFS BLENDED's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS BLENDED is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS BLENDED's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.