MFS Blended Alpha and Beta Analysis Overview

BRKCX -- USA Fund  

USD 12.17  0.00  0.00%

This module allows you to check different measures of market premium for MFS Blended Research Em Mkts Eq C 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

α0.18   β0.02
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 Asset20.4 M1.37 B
Minimum Initial Investment1 K8.09 M
Last Dividend Paid0.011.05
Cash Position Weight0.50 % 14.48 %
Equity Positions Weight99.02 % 40.68 %

MFS Blended Opportunities

MFS Blended Return and Market Media

The median price of MFS Blended for the period between Sun, Oct 21, 2018 and Tue, Nov 20, 2018 is 12.43 with a coefficient of variation of 2.22. The daily time series for the period is distributed with a sample standard deviation of 0.27, arithmetic mean of 12.39, and mean deviation of 0.23. The Fund received some media coverage during the period.
 Price Growth (%)  
Russian oil may gain a lot by giving a little on OPEC U-turn11/08/2018

Current Sentiment - BRKCX

MFS Blended Research Investor Sentiment

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