MFS Value Financials

MEIKX -- USA Fund  

USD 38.48  0.21  0.55%

Understanding current and past MFS Value Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. Use fundamental data analysis to check out all available financial ratios of MFS Value Fund to find out if markets are now mispricing the entity. We were able to interpolate and analyze data for fourteen available fundamentals for MFS Value, which can be compared to its peers in the industry. Use MFS Value Fund price to earning, three year return, as well as the relationship between the Three Year Return and equity positions weight to make sure your decision on pricing MFS Value Fund is adequate. Use MFS Value to enhance returns of your portfolios. The fund experiences a moderate upward volatility. Check odds of MFS Value to be traded at $42.33 in 30 days.

Search Fundamentals

With this module, you can analyze MEIKX financials for your investing period. You should be able to track the changes in MFS Value individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.

Chance of Financial Distress

MFS Value Fund has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for MFS Value mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info

MFS Value Company Summary

MFS Value competes with Dodge Cox, MFS Series, MFS Value, T Rowe, and Columbia Fds. The fund normally invests the funds assets primarily in equity securities. MFS Value is traded on BATS Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeBATS Exchange
Business AddressMFS Series Trust
Mutual Fund FamilyMFS
Mutual Fund CategoryLarge Value
Phone800 225 2606
CurrencyUSD - US Dollar

MFS Value Key Financial Ratios

MEIKX Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining MFS Value's current stock value. Our valuation model uses many indicators to compare MFS Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across MFS Value competition to find correlations between indicators driving MFS Value's intrinsic value. More Info.
MFS Value Fund is regarded third largest fund in three year return among similar funds. It is regarded fifth largest fund in equity positions weight among similar funds making about  22.25  of Equity Positions Weight per Three Year Return.

MFS Value Fund Systematic Risk

The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on MFS Value Fund correlated with the market. If Beta is less than 0 MFS Value generally moves in the opposite direction as compared to the market. If MFS Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one MFS Value Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of MFS Value is generally in the same direction as the market. If Beta > 1 MFS Value moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About MFS Value Financials

What exactly are MFS Value Financials? Typically, a company's financial statements are the reports that show the financial position of the company. There are three main documents that fall into the category of financial statements. These documents include MFS Value income statement, its balance sheet, and the statement of cash flows. Potential MFS Value investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although MFS Value investors may use each financial statement separately, they are all related. The changes in MFS Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on MFS Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
MFS Value Fund is regarded fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 309.28 Billion. MFS Value retains roughly 45.57 Billion in net asset claiming about 15% of funds under Large Value category.

MFS Value July 5, 2020 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of MFS Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of MFS Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of MFS Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing MFS Value stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build MFS Value's daily price indicators and compare them against related drivers.
Downside Deviation2.85
Information Ratio0.0594
Maximum Drawdown14.89
Value At Risk(3.94)
Potential Upside4.07
Additionally, see Stocks Correlation. Please also try Equity Analysis module to research over 250,000 global equities including funds, stocks and etfs to find investment opportunities.
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