MEIIX Mutual Fund Quote

MEIIX -  USA Fund  

USD 52.61  0.08  0.15%

MFS Value is trading at 52.61 as of the 2nd of August 2021; that is -0.15 percent decrease since the beginning of the trading day. The fund's open price was 52.69. MFS Value has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for MFS Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of August 2019 and ending today, the 2nd of August 2021. Click here to learn more.
 Market Performance
3 of 100
  Odds Of Distress
Less than 1

MFS Value Mutual Fund Profile

The fund normally invests the funds assets primarily in equity securities. MFS Value is traded on NASDAQ Exchange in the United States. more on MFS Value
MFS Value Fund is unlikely to experience financial distress in the next 2 years
On 24th of June 2021 MFS Value paid $ 0.192 per share dividend to its current shareholders
The fund maintains 98.26% of its assets in stocks
Legal NameMFS Value Fund
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 Value's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.96
Startdate31st of May 2006
MFS Value Fund [MEIIX] is traded in USA and was established 2nd of August 2021. The fund is listed under Large Value category and is part of MFS family. MFS Value Fund now has accumulated 62.54 B in assets with minimum initial investment of 0. , while the total return for the last 3 years was 4.32%.
Check MFS Value 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 MEIIX 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 Value , and the less return is expected.

Top MFS Value Fund Constituents

MFS Value Target Price Odds Analysis

What are MFS Value's target price odds to finish over the current price? Based on a normal probability distribution, the odds of MFS Value jumping above the current price in 90 days from now is about 5.05%. The MFS Value Fund probability density function shows the probability of MFS Value mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon MFS Value Fund has a beta of -0.0456. This indicates as returns on benchmark increase, returns on holding MFS Value are expected to decrease at a much lower rate. During the bear market, however, MFS Value Fund is likely to outperform the market. Additionally, the company has an alpha of 0.0476, implying that it can generate a 0.0476 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 52.61HorizonTargetOdds Up 52.61 
94.67%90 days
 52.61 
5.05%
Based on a normal probability distribution, the odds of MFS Value to move above the current price in 90 days from now is about 5.05 (This MFS Value Fund probability density function shows the probability of MEIIX Mutual Fund to fall within a particular range of prices over 90 days) .

MFS Value Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. MFS Value market risk premium is the additional return an investor will receive from holding MFS Value 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 Value. 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 Value's alpha and beta are two of the key measurements used to evaluate MFS Value's performance over the market, the standard measures of volatility play an important role as well.

MFS Value Against Markets

Picking the right benchmark for MFS Value 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 Value 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 Value is critical whether you are bullish or bearish towards MFS Value Fund at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in MFS Value without increasing your portfolio risk or giving up 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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Pair Correlation

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Additionally, see Stocks Correlation. Note that the MFS Value Fund information on this page should be used as a complementary analysis to other MFS Value'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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running MFS Value Fund price analysis, check to measure MFS Value'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 Value is operating at the current time. Most of MFS Value's value examination focuses on studying past and present price action to predict the probability of MFS Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move MFS Value's price. Additionally, you may evaluate how the addition of MFS Value to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between MFS Value's value and its price as these two are different measures arrived at by different means. Investors typically determine MFS Value value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Value'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.