MFS Blended Buy Hold or Sell Recommendation

BRLUX -- USA Fund  

USD 12.27  0.09  0.74%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Blended Research Global Equ is 'Strong 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 BRLUX 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 BRLUX 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
Strong 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 0.0862, jensen alpha of 0.0656, total risk alpha of 0.0096, sortino ratio of 0.0085 and treynor ratio of 0.8035
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

Latest headline from MacroaxisInsider: Boeing exotic insider transaction detected
The fund holds 97.98% of its assets under management (AUM) in equities

MFS Blended Returns Distribution Density

Mean Return0.08Value At Risk0.76
Potential Upside0.94Standard Deviation0.57
 Return Density 
      Distribution 

MFS Blended Greeks

α
Alpha over DOW
=0.07
β
Beta against DOW=0.09
σ
Overall volatility
=0.57
Ir
Information ratio =0.0096

MFS Blended Volatility Alert

MFS Blended Research Global Equ exhibits relatively low volatility with skewness of -0.66 and kurtosis of 1.55. However, we advice investors to further investigate MFS Blended Research Global Equ to make sure all market statistics is disseminated and is consistent with investors' estimations about MFS Blended upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare MFS Blended to competition

MFS Blended Fundamental Vs Peers

FundamentalsMFS BlendedPeer Average
Net Asset5.53 M4.11 B
Last Dividend Paid0.240.65
Cash Position Weight2.02 10.61 
Equity Positions Weight97.98 63.90 
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