MFS Blended Buy Hold or Sell Recommendation

BRKCX -- USA Fund  

USD 13.56  0.15  1.12%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Blended Research Em Mkts Eq C is 'Hold'. Macroaxis provides MFS Blended buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BRKCX positions. The advice algorithm takes into account all of MFS Blended Research available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from BRKCX buy-and-hold prospective. Check also MFS Blended Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell MFS BlendedBuy MFS Blended
Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon MFS Blended Research Em Mkts Eq C has a risk adjusted performance of 0.009, jensen alpha of 0.010332, total risk alpha of 0.35, sortino ratio of 0.14 and treynor ratio of 0.04519
This buy, hold, or sell recommendation tool can be used to cross verify current analyst consensus on MFS Blended Research Em Mkts Eq C and to analyze the entity potential to grow next year. Please exercise MFS Blended Research Number of Employees and Cash Position Weight to make buy, hold, or sell decision on MFS Blended Research Em Mkts Eq C.

MFS Blended Returns Distribution Density

Mean Return0.00779Value At Risk1.61
Potential Upside1.56Standard Deviation0.96
 Return Density 
      Distribution 

MFS Blended Greeks

α
Alpha over DOW
=0.01
β
Beta against DOW=0.0489
σ
Overall volatility
=0.98
Ir
Information ratio =0.18

MFS Blended Volatility Alert

MFS Blended Research Em Mkts Eq C has relatively low volatility with skewness of -0.18 and kurtosis of -0.69. However, we advise all investors to independently investigate MFS Blended Research Em Mkts Eq C to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare MFS Blended to competition

MFS Blended Fundamental Vs Peers

FundamentalsMFS BlendedPeer Average
Net Asset23.96 M1.37 B
Minimum Initial Investment1 K8.09 M
Last Dividend Paid0.011.05
Cash Position Weight1.90 % 14.48 %
Equity Positions Weight97.64 % 40.68 %

MFS Blended Alerts

Trading Alerts and Improvement Suggestions

MFS Blended Research generates negative expected return over the last 30 days
Latest headline from dminute.com: New York State Common Retirement Fund Stake In Taylor Morrison Home Was Has Raised Baidu Adr Rep A ...
The fund holds 97.64% of its assets under management (AUM) in equities
Check also MFS Blended Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Pattern Recognition module to use different pattern recognition models to time the market across multiple global exchanges.
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