MFS Value Buy Hold or Sell Recommendation

MEIGX -- USA Fund  

USD 43.02  0.08  0.19%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding MFS Value Fund Class R1 is 'Buy'. 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 MEIGX 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 MEIGX buy-and-hold prospective. Please see also 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

Execute Advice
Sell MFS ValueBuy MFS Value


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon MFS Value Fund Class R1 has a risk adjusted performance of 0.0572, jensen alpha of 0.0135, total risk alpha of 0.0, sortino ratio of 0.0074 and treynor ratio of 0.0631
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 Class R1 Price to Earning, 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 Value Fund is adequate.

MFS Value Trading Alerts and Improvement Suggestions

Latest headline from The Zacks Analyst Blog Highlights Walmart, NIKE, Citigroup, Intel and ResMed - Nasdaq
The fund generated five year return of -1.0%
MFS Value Fund maintains 99.06% of its assets in stocks

MFS Value Returns Distribution Density

Mean Return0.06Value At Risk1.3
Potential Upside1.03Standard Deviation0.69
 Return Density 

MFS Value Greeks

Alpha over DOW
Beta against DOW=0.85
Overall volatility
Information ratio =0.0091

MFS Value Volatility Alert

MFS Value Fund Class R1 has low volatility with Treynor Ratio of 0.06, Maximum Drawdown of 3.53 and kurtosis of 2.93. However, we advice all investors to further analyze MFS Value Fund Class R1 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 Return0.69 4.15 
Three Year Return14.37 3.60 
Five Year Return(0.94) 3.24 
Ten Year Return4.12 1.79 
Net Asset50.7 B4.11 B
Last Dividend Paid0.080.65
Cash Position Weight0.94 10.61 
Equity Positions Weight99.06 63.90