MFS Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . MFS BLENDED RESEARCH
BRSHX Fund  USD 12.78  0.35  2.82%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding MFS BLENDED RESEARCH 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 BRSHX positions. The advice algorithm takes into account all of MFS BLENDED's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from MFS BLENDED's buy-and-hold perspective. Check out MFS BLENDED Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual funds such as MFS and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards MFS BLENDED RESEARCH. 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 gross domestic product.

Execute MFS BLENDED Buy or Sell Advice

The MFS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on MFS BLENDED RESEARCH. Macroaxis does not own or have any residual interests in MFS BLENDED RESEARCH or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute MFS BLENDED's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell MFS BLENDEDBuy MFS BLENDED
Strong Hold

Market Performance

Very Weak
Details

Volatility

Not too volatile
Details

Hype Condition

Stale
Details

Current Valuation

Overvalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Moves indifferently to market moves
Details

Analyst Consensus

Not Available
Details
For the selected time horizon MFS BLENDED RESEARCH has a Risk Adjusted Performance of (0.06), Jensen Alpha of (0.06), Total Risk Alpha of (0.06) and Treynor Ratio of (0.07)
Our investment recommendation tool can cross-verify current analyst consensus on MFS BLENDED RESEARCH and to analyze the entity potential to grow next year. Please exercise MFS BLENDED RESEARCH number of employees and equity positions weight to make buy, hold, or sell decision on MFS BLENDED RESEARCH.

MFS BLENDED Trading Alerts and Improvement Suggestions

MFS BLENDED RESEARCH generated a negative expected return over the last 90 days
MFS BLENDED RESEARCH is unlikely to experience financial distress in the next 2 years
The fund holds 99.08% of its assets under management (AUM) in equities

MFS BLENDED Returns Distribution Density

The distribution of MFS BLENDED's historical returns is an attempt to chart the uncertainty of MFS BLENDED's future price movements. The chart of the probability distribution of MFS BLENDED stock daily returns describes the distribution of returns around its average expected value. We use MFS BLENDED RESEARCH price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of MFS BLENDED returns is essential to provide solid investment advice for MFS BLENDED.
Mean Return-0.09Value At Risk-2.69
Potential Upside2.15Standard Deviation1.44
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of MFS BLENDED historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Backtest MFS BLENDED RESEARCH

MFS BLENDED Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to MFS BLENDED or MFS sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that MFS BLENDED's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a MFS fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite		-0.06
β
Beta against NYSE Composite1.40
σ
Overall volatility		1.49
Ir
Information ratio -0.05

MFS BLENDED Volatility Alert

MFS BLENDED RESEARCH exhibits very low volatility with skewness of 0.06 and kurtosis of -0.11. However, we advise investors to further study MFS BLENDED RESEARCH technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure MFS BLENDED's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact MFS BLENDED's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

MFS BLENDED Fundamentals Vs Peers

Comparing MFS BLENDED's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze MFS BLENDED's direct or indirect competition across all of the common fundamentals between MFS BLENDED and the related equities. This way, we can detect undervalued stocks with similar characteristics as MFS BLENDED or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of MFS BLENDED's fundamental indicators could also be used in its relative valuation, which is a method of valuing MFS BLENDED by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare MFS BLENDED to competition
FundamentalsMFS BLENDEDPeer Average
One Year Return(10.53) %4.15 %
Three Year Return1.17 %3.60 %
Net Asset312.56 M4.11 B
Cash Position Weight0.92 %10.61 %
Equity Positions Weight99.08 %63.90 %

MFS BLENDED Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as MFS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.03
Day Median Price12.78
Day Typical Price12.78
Price Action Indicator0.17

About MFS BLENDED Buy or Sell Advice

When is the right time to buy or sell MFS BLENDED RESEARCH? Buying financial instruments such as MFS Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having MFS BLENDED in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Fabricated Products Thematic Idea Now

Fabricated Products
Fabricated Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Fabricated Products theme has 9 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Fabricated Products Theme or any other thematic opportunities.
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Check out MFS BLENDED Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the MFS BLENDED RESEARCH information on this page should be used as a complementary analysis to other MFS BLENDED's 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 the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Complementary Tools for MFS Mutual Fund analysis

When running MFS BLENDED's price analysis, check to measure MFS BLENDED's 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 BLENDED is operating at the current time. Most of MFS BLENDED's value examination focuses on studying past and present price action to predict the probability of MFS BLENDED's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS BLENDED's price. Additionally, you may evaluate how the addition of MFS BLENDED to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between MFS BLENDED's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS BLENDED is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS BLENDED'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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