MFS Blended Alpha and Beta Analysis

BRKAX -- USA Fund  

USD 11.66  0.00  0.00%

This module allows you to check different measures of market premium for MFS Blended Research Em Mkts Eq A as well as systematic risk associated with investing in MFS Blended over a specified time horizon. Check also Trending Equities.
Horizon     30 Days    Login   to change
Run Premiums

MFS Blended Market Premiums

α0.39   β0.01
30 days against DJI

MFS Blended Fundamentals

 Better Than Average     
 Worse Than Average Compare MFS Blended to competition

MFS Blended Fundamental Vs Peers

FundamentalsMFS BlendedPeer Average
Net Asset20.64M1.37B
Minimum Initial Investment1K8.09M
Last Dividend Paid0.221.05
Cash Position Weight1.87% 14.48%
Equity Positions Weight97.69% 40.68%

MFS Blended Opportunities

MFS Blended Return and Market Media

The median price of MFS Blended for the period between Mon, Dec 17, 2018 and Fri, Feb 15, 2019 is 12.44 with a coefficient of variation of 3.67. The daily time series for the period is distributed with a sample standard deviation of 0.45, arithmetic mean of 12.32, and mean deviation of 0.36. The Fund received substential amount of media coverage during this period.
 Price Growth (%)  
As United Healthcare Corp Share Price Rose, Todd Asset Manag...11/29/2018
Atlas Capital Advisors LLC Sells 2,468 Shares of NK Lukoil P...12/14/2018
Cullen Capital Management LLC Lowers Holdings in NK Lukoil P...12/19/2018
NorthCoast Asset Management LLC Has 2.17 Million Stake in NK...12/27/2018

Current Sentiment - BRKAX

MFS Blended Research Investor Sentiment

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