MFS Mutual Fund Quote

Mutual Funds . USA . 
Fund . MFS BLENDED RESEARCH
BRSHX Fund  USD 12.57  0.47  3.88%   

Market Performance

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Odds Of Distress

Less than 1

 
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MFS BLENDED is trading at 12.57 as of the 4th of June 2023; that is 3.88 percent up since the beginning of the trading day. The fund's open price was 12.1. MFS BLENDED has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 5th of May 2023 and ending today, the 4th of June 2023. Click here to learn more.
CUSIP
552743759
ISIN
US5527437595
Fiscal Year End
May
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. More on MFS BLENDED RESEARCH

Moving together with MFS Mutual Fund

+0.94NAESXVANGUARD SMALL-CAP INDEXPairCorr
+0.94VSCIXVANGUARD SMALL-CAP INDEXPairCorr
+0.94VSCPXVANGUARD SMALL-CAP INDEXPairCorr
+0.94VSMAXVANGUARD SMALL-CAP INDEXPairCorr
+0.97FSSNXFIDELITY SMALL CAPPairCorr
+0.99DFSTXUS SMALL CAPPairCorr
+0.99PRSVXT ROWE PRICEPairCorr

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.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of MFS BLENDED's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate15th of September 2015
MFS BLENDED RESEARCH [BRSHX] is traded in USA and was established 4th of June 2023. The fund is listed under Small Blend category and is part of MFS family. MFS BLENDED RESEARCH currently has accumulated 312.56 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 1.17%.
Check MFS BLENDED Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MFS Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MFS Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as MFS BLENDED RESEARCH Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top MFS BLENDED RESEARCH Mutual Fund Constituents

RRXRegal BeloitStockIndustrials
STORSTORE Capital CorpStockReal Estate
KBRKBR IncStockInformation Technology
CACICACI InternationalStockInformation Technology
ESIElement SolutionsStockMaterials
OSUROraSure TechnologiesStockHealth Care
AGCOAGCO CorporationStockIndustrials
More Details

MFS BLENDED Target Price Odds Analysis

Based on a normal probability distribution, the odds of MFS BLENDED jumping above the current price in 90 days from now is about 20.73%. The MFS BLENDED RESEARCH probability density function shows the probability of MFS BLENDED mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3953 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, MFS BLENDED will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. MFS BLENDED RESEARCH is significantly underperforming NYSE Composite.
  Odds Below 12.57HorizonTargetOdds Above 12.57
79.01%90 days
 12.57 
20.73%
Based on a normal probability distribution, the odds of MFS BLENDED to move above the current price in 90 days from now is about 20.73 (This MFS BLENDED RESEARCH probability density function shows the probability of MFS Mutual Fund to fall within a particular range of prices over 90 days) .

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 Deviation1.12
Standard Deviation1.43
Variance2.04
Risk Adjusted Performance(0.045478)

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.
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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 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.

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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 Shape 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 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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.
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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.
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