Robert Almeida - Mfs Diversified Fund Manager
| DIFAX Fund | USD 11.67 0.02 0.17% |
Robert M. Almeida Jr. is an investment officer and institutional portfolio manager at MFS Investment Management . He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also serves as a portfolio manager on an alternative strategy run by a committee of MFS portfolio managers. Rob joined MFS in 1999 and most recently served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. Before joining the firm in 1999, he worked at Putnam Investments, focusing on the firms efforts in Japan. Rob is a graduate of the University of Massachusetts at Amherst, and earned his MS degree in Finance from the Sawyer School of Management at Suffolk University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. T
| Phone | 800-225-2606 |
Mfs Diversified Management Performance (%)
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Mfs Diversified Me Leadership Team
Elected by the shareholders, the Mfs Diversified's board of directors comprises two types of representatives: Mfs Diversified inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Mfs. The board's role is to monitor Mfs Diversified's management team and ensure that shareholders' interests are well served. Mfs Diversified's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Mfs Diversified's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Robert Almeida, Fund Manager | ||
| James Swanson, Fund Manager |
Mfs Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Mfs Diversified a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 17.96 X | |||
| Price To Book | 1.94 X | |||
| Price To Sales | 1.60 X | |||
| Total Asset | 1.28 B | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 0.98 % | |||
| One Year Return | 5.15 % | |||
| Three Year Return | 0.28 % | |||
| Five Year Return | 2.68 % | |||
| Ten Year Return | 6.46 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Mfs Diversified in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Mfs Diversified's short interest history, or implied volatility extrapolated from Mfs Diversified options trading.
Pair Trading with Mfs Diversified
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Diversified will appreciate offsetting losses from the drop in the long position's value.Moving together with Mfs Mutual Fund
| 0.86 | FPPJX | Mfs Prudent Investor | PairCorr |
| 0.82 | FPPQX | Mfs Prudent Investor | PairCorr |
| 0.81 | FPPRX | Mfs Prudent Investor | PairCorr |
| 0.85 | FPPSX | Mfs Prudent Investor | PairCorr |
| 0.83 | FPPUX | Mfs Prudent Investor | PairCorr |
The ability to find closely correlated positions to Mfs Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Diversified Income to buy it.
The correlation of Mfs Diversified is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Diversified Me moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mfs Diversified Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Mfs Diversified Me information on this page should be used as a complementary analysis to other Mfs Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.