Mfs E Financials
| MRGJX Fund | USD 50.94 0.12 0.24% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs E, 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 E Fund Summary
Mfs E competes with Fidelity Founders, Fidelity Intl, Fidelity Sustainability, Fidelity Sustainability, and Fidelity Advisor. The fund normally invests at least 80 percent of the funds net assets in equity securities. It may invest the funds assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies , in the stocks of companies the adviser believes are undervalued compared to their perceived worth , or in a combination of growth and value companies.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
You should never invest in Mfs E Equity 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 E'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 E Key Financial Ratios
Generally speaking, Mfs E's financial ratios allow both analysts and investors to convert raw data from Mfs E's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs E 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 E Equity reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs E's current stock value. Our valuation model uses many indicators to compare Mfs E value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs E competition to find correlations between indicators driving Mfs E's intrinsic value. More Info.Mfs E Equity 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 0.60 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs E Equity is roughly 1.68 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs E by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs E'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 E's earnings, one of the primary drivers of an investment's value.Mfs E Equity Systematic Risk
Mfs E's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs E 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 fourty-eight with a total number of output elements of thirteen. The Beta measures systematic risk based on how returns on Mfs E Equity correlated with the market. If Beta is less than 0 Mfs E generally moves in the opposite direction as compared to the market. If Mfs E Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs E Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs E is generally in the same direction as the market. If Beta > 1 Mfs E moves generally in the same direction as, but more than the movement of the benchmark.
Mfs E May 17, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs E help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs E Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs E Equity 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 E's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7115 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 3.48 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.2 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs E Equity. 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 inflation. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.