MFS Emerging Buy Hold or Sell Recommendation

EMLCX -- USA Fund  

USD 6.88  0.03  0.44%

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

Execute Advice
Sell MFS EmergingBuy MFS Emerging

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon MFS Emerging Markets Debt Local has a risk adjusted performance of (0.10), jensen alpha of (0.042594), total risk alpha of (0.035174), sortino ratio of 0.0 and treynor ratio of (3.18)
We provide buy, hold, or sell recommendation to complement the last-minute expert consensus on MFS Emerging Markets Debt Local. Our dynamic recommendation engine harnesses multi - dimensional algorithm to analyze the entity potential to grow using all technical and fundamental data available now. Please exercise MFS Emerging Markets Total Asset and Minimum Initial Investment to make buy, hold, or sell decision on MFS Emerging Markets Debt Local.

MFS Emerging Trading Alerts and Improvement Suggestions

MFS Emerging Markets generates negative expected return over the last 30 days
The fund generated five year return of -2.0%
MFS Emerging Markets retains about 40.36% of its assets under management (AUM) in cash

MFS Emerging Returns Distribution Density

Mean Return0.03Value At Risk0.73
Potential Upside0.73Standard Deviation0.36
 Return Density 

MFS Emerging Greeks

Alpha over DOW
Beta against DOW=0.0135
Overall volatility
Information ratio =0.06

MFS Emerging Volatility Alert

MFS Emerging Markets Debt Local exhibits very low volatility with skewness of 0.31 and kurtosis of 1.2. However, we advise investors to further study MFS Emerging Markets Debt Local technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare MFS Emerging to competition

MFS Emerging Fundamental Vs Peers

FundamentalsMFS EmergingPeer Average
One Year Return(10.80) 4.15 
Three Year Return0.58 3.60 
Five Year Return(1.80) 3.24 
Net Asset336.82 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.020.65
Cash Position Weight40.36 10.61 
Equity Positions Weight0.03 63.90 
Bond Positions Weight35.17 11.24