MGIBX Mutual Fund Quote

MGIBX -  USA Fund  

USD 53.65  0.08  0.15%

MFS Series is trading at 53.65 as of the 17th of September 2021; that is 0.15 percent increase since the beginning of the trading day. The fund's open price was 53.57. MFS Series has a very small chance of experiencing financial distress in the next few years and had a good 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 24th of June 2020 and ending today, the 17th of September 2021. Click here to learn more.
 Market Performance
12 of 100
  Odds Of Distress
Less than 1

MFS Series Mutual Fund Profile

The fund normally invests its assets primarily in foreign equity securities, including emerging market 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
The fund maintains about 12.32% of its assets in cash
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
Cautious HoldFairly Valued
Beta In Three Year0.7
Startdate1st of February 2020
MFS Series Trust [MGIBX] is traded in USA and was established 17th of September 2021. The fund is listed under Foreign Large Growth category and is part of MFS family. MFS Series Trust now has accumulated 32.04 B in assets with minimum initial investment of 1 K. , while the total return for the last 3 years was 5.72%.
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 MGIBX 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 near 1%. 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 -0.0077. 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 0.0728, implying that it can generate a 0.0728 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 53.65HorizonTargetOdds Up 53.65 
99.28%90 days
Based on a normal probability distribution, the odds of MFS Series to move above the current price in 90 days from now is near 1 (This MFS Series Trust probability density function shows the probability of MGIBX 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.

Did you try this?

Run Piotroski F Score Now


Piotroski F Score

Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
All  Next Launch Module
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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

Complementary Tools for MGIBX Mutual Fund analysis

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.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
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.