MFS Blended Buy Hold or Sell Recommendation

BRLTX -- USA Fund  

USD 11.72  0.03  0.26%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Blended Research Global Equ 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 BRLTX 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 BRLTX 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 Global Equ has a risk adjusted performance of (0.05), jensen alpha of (0.06), total risk alpha of (0.044415), sortino ratio of 0.0 and treynor ratio of (1.20)
Our buy, hold, or sell recommendation tool can be used to cross verify current analyst consensus on MFS Blended Research Global Equ and to analyze the entity potential to grow next year. Please exercise MFS Blended Research Number of Employees to make buy, hold, or sell decision on MFS Blended Research Global Equ.

MFS Blended Trading Alerts and Improvement Suggestions

MFS Blended Research generates negative expected return over the last 30 days
Latest headline from MacroaxisInsider: Target exotic insider transaction detected
The fund holds 98.85% of its assets under management (AUM) in equities

MFS Blended Returns Distribution Density

Mean Return0.05Value At Risk1.82
Potential Upside1.24Standard Deviation0.89
 Return Density 
      Distribution 

MFS Blended Greeks

α
Alpha over DOW
=0.06
β
Beta against DOW=0.0492
σ
Overall volatility
=0.94
Ir
Information ratio =0.05

MFS Blended Volatility Alert

MFS Blended Research Global Equ exhibits very low volatility with skewness of -0.74 and kurtosis of 0.85. However, we advise investors to further study MFS Blended Research Global Equ technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare MFS Blended to competition

MFS Blended Fundamental Vs Peers

FundamentalsMFS BlendedPeer Average
Net Asset5.18 M4.11 B
Last Dividend Paid0.210.65
Cash Position Weight1.15 10.61 
Equity Positions Weight98.85 63.90 
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