Mfs Intrinsic Value Fund Quote

UIVVX Fund  USD 11.55  0.12  1.05%   

Performance

6 of 100

 
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Strong
Modest

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mfs Intrinsic is trading at 11.55 as of the 5th of May 2024; that is 1.05 percent up since the beginning of the trading day. The fund's open price was 11.43. Mfs Intrinsic has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mfs Intrinsic Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of April 2024 and ending today, the 5th of May 2024. Click here to learn more.
The funds investment adviser normally invests the funds assets primarily in equity securities. MFS Intrinsic is traded on NASDAQ Exchange in the United States. More on Mfs Intrinsic Value

Moving together with Mfs Mutual Fund

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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 Intrinsic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Intrinsic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationLarge Growth, MFS (View all Sectors)
Update Date31st of March 2024
Mfs Intrinsic Value [UIVVX] is traded in USA and was established 5th of May 2024. The fund is listed under Large Growth category and is part of MFS family. Mfs Intrinsic Value at this time has accumulated 4.44 M in net assets with no minimum investment requirements with the current yeild of 0.0%.
Check Mfs Intrinsic Probability Of Bankruptcy

Instrument Allocation

Top Mfs Intrinsic Value Mutual Fund Constituents

AAgilent TechnologiesStockHealth Care
CDNSCadence Design SystemsStockInformation Technology
CLColgate PalmoliveStockConsumer Staples
COSTCostco Wholesale CorpStockConsumer Staples
MAMastercardStockFinancials
MCOMoodysStockFinancials
MSFTMicrosoftStockInformation Technology
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Mfs Intrinsic Value Risk Profiles

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

Mfs Intrinsic Against Markets

Picking the right benchmark for Mfs Intrinsic 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 Intrinsic 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 Intrinsic is critical whether you are bullish or bearish towards Mfs Intrinsic Value at a given time. Please also check how Mfs Intrinsic's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Mfs Intrinsic 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 Intrinsic, 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 Intrinsic. To buy Mfs Intrinsic fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Intrinsic. 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 Intrinsic fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Mfs Intrinsic Value 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 Intrinsic Value 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 Intrinsic Value, 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 Intrinsic Value?

The danger of trading Mfs Intrinsic Value 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 Intrinsic 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 Intrinsic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Intrinsic Value 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Mfs Intrinsic Value. 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 real.
You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Please note, there is a significant difference between Mfs Intrinsic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Intrinsic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Intrinsic'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.