MFS Value Buy Hold or Sell Recommendation

EBVLX -- USA Fund  

USD 42.75  0.65  1.54%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Value Fund Share Class 52 is 'Strong Hold'. Macroaxis provides MFS Value buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EBVLX positions. The advice algorithm takes into account all of MFS Value Fund available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from EBVLX buy-and-hold prospective. Additionally see MFS Value 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 ValueBuy MFS Value
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon MFS Value Fund Share Class 52 has a risk adjusted performance of 0.0605, jensen alpha of 0.0386, total risk alpha of (0.039434), sortino ratio of (0.006867) and treynor ratio of 0.17
MFS Value Fund buy or sell recommendations module can be used to check and cross-verify current advice provided by analysts inspecting the entity potential to grow using all of fundamental, technical, data market data available now. Use MFS Value Fund Share Class 52 Five Year Return and Equity Positions Weight to make sure your buy or sell decision on MFS Value Fund is adequate.

MFS Value Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: JP Morgan exotic insider transaction detected
The fund generated five year return of -2.0%
MFS Value Fund retains 99.13% of its assets under management (AUM) in equities

MFS Value Returns Distribution Density

Mean Return0.08Value At Risk1.52
Potential Upside1.18Standard Deviation0.88
 Return Density 
      Distribution 

MFS Value Greeks

α
Alpha over DOW
=0.038633
β
Beta against DOW=0.42
σ
Overall volatility
=0.87
Ir
Information ratio =0.0076

MFS Value Volatility Alert

MFS Value Fund Share Class 52 has low volatility with Treynor Ratio of 0.17, Maximum Drawdown of 5.85 and kurtosis of 6.5. However, we advice all investors to further analyze MFS Value Fund Share Class 52 to make certain all market information is desiminated and is consistent with the current expectations about MFS Value upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare MFS Value to competition

MFS Value Fundamental Vs Peers

FundamentalsMFS ValuePeer Average
Price to Earning17.71 6.53 
Price to Book2.42 0.74 
Price to Sales1.85 0.61 
One Year Return(4.91) 4.15 
Three Year Return8.49 3.60 
Five Year Return(1.84) 3.24 
Ten Year Return3.49 1.79 
Net Asset49.11 B4.11 B
Minimum Initial Investment250976.16 K
Last Dividend Paid0.070.65
Cash Position Weight0.87 10.61 
Equity Positions Weight99.13 63.90 
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