MFS Diversified Buy Hold or Sell Recommendation

DIFHX -- USA Fund  

USD 13.08  0.03  0.23%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Diversified Income Fd Cl R5 is 'Hold'. Macroaxis provides MFS Diversified buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DIFHX positions. The advice algorithm takes into account all of MFS Diversified Income available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from DIFHX buy-and-hold prospective. Additionally see MFS Diversified 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 DiversifiedBuy MFS Diversified
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon MFS Diversified Income Fd Cl R5 has a risk adjusted performance of 0.0872, jensen alpha of 0.0261, total risk alpha of 0.0379, sortino ratio of 0.1364 and treynor ratio of (0.79)
Our buy, hold, or sell recommendation tool can be used to cross verify current analyst consensus on MFS Diversified Income Fd Cl R5 and to analyze the entity potential to grow next year. Use MFS Diversified Income Fd Cl R5 Price to Book, Three Year Return as well as the relationship between Three Year Return and Equity Positions Weight to make sure your buy or sell decision on MFS Diversified Income is adequate.

MFS Diversified Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: Equity Lifestyle exotic insider transaction detected
The fund retains about 6.37% of its assets under management (AUM) in cash

MFS Diversified Returns Distribution Density

Mean Return0.03712Value At Risk0.61
Potential Upside0.46Standard Deviation0.34
 Return Density 
      Distribution 

MFS Diversified Greeks

α
Alpha over DOW
=0.026061
β
Beta against DOW=0.03
σ
Overall volatility
=0.34
Ir
Information ratio =0.17

MFS Diversified Volatility Alert

MFS Diversified Income Fd Cl R5 exhibits very low volatility with skewness of -0.48 and kurtosis of 1.36. However, we advise investors to further study MFS Diversified Income Fd Cl R5 technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare MFS Diversified to competition

MFS Diversified Fundamental Vs Peers

FundamentalsMFS DiversifiedPeer Average
Price to Earning18.26 6.53 
Price to Book1.98 0.74 
Price to Sales1.59 0.61 
One Year Return8.41 4.15 
Three Year Return8.84 3.60 
Five Year Return9.42 3.24 
Ten Year Return6.86 1.79 
Net Asset3.87 B4.11 B
Cash Position Weight6.37 10.61 
Equity Positions Weight38.36 63.90 
Bond Positions Weight53.81 11.24 
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