MFEBX Mutual Fund Quote

MFEBX -  USA Fund  

USD 52.10  0.08  0.15%

MFS Series is trading at 52.10 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 52.18. MFS Series 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 Series Trust 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 Series Mutual Fund Profile

The fund normally invests the funds assets primarily in equity securities. MFS Series is traded on NASDAQ Exchange in the United States. more on MFS Series
MFS Series Trust is unlikely to experience financial distress in the next 2 years
On 24th of June 2021 MFS Series paid $ 0.06 per share dividend to its current shareholders
The fund maintains 98.42% of its assets in stocks
Legal NameMFS Series Trust
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 Series' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.96
Startdate31st of May 2006
MFS Series Trust [MFEBX] 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 Series Trust now has accumulated 62.54 B in assets with minimum initial investment of 1 K. , while the total return for the last 3 years was 3.28%.
Check MFS Series 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 MFEBX 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 Series , and the less return is expected.

Top MFS Series Trust Constituents

MFS Series Target Price Odds Analysis

What are MFS Series' target price odds to finish over the current price? Based on a normal probability distribution, the odds of MFS Series jumping above the current price in 90 days from now is about 5.05%. The MFS Series Trust probability density function shows the probability of MFS Series mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon MFS Series Trust has a beta of -0.0376. This indicates as returns on benchmark increase, returns on holding MFS Series are expected to decrease at a much lower rate. During the bear market, however, MFS Series Trust is likely to outperform the market. Additionally, the company has an alpha of 0.0473, implying that it can generate a 0.0473 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 52.1HorizonTargetOdds Up 52.1 
94.67%90 days
 52.10 
5.05%
Based on a normal probability distribution, the odds of MFS Series to move above the current price in 90 days from now is about 5.05 (This MFS Series Trust probability density function shows the probability of MFEBX Mutual Fund to fall within a particular range of prices over 90 days) .

MFS Series Trust Risk Profiles

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

MFS Series Against Markets

Picking the right benchmark for MFS Series 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 Series 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 Series is critical whether you are bullish or bearish towards MFS Series Trust 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 Series 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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Additionally, see Stocks Correlation. Note that the MFS Series Trust information on this page should be used as a complementary analysis to other MFS Series' 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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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