Mfs Diversified Financials
DIFDX Fund | USD 12.07 0.08 0.67% |
With this module, you can analyze Mfs financials for your investing period. You should be able to track the changes in Mfs Diversified individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Mfs |
Understanding current and past Mfs Diversified Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Mfs Diversified's financial statements are interrelated, with each one affecting the others. For example, an increase in Mfs Diversified's assets may result in an increase in income on the income statement.
Evaluating Mfs Diversified's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Mfs Diversified's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Mfs Diversified's relative financial performance
Chance Of Distress
Less than 41
100 | Zero |
Below Average
Mfs Diversified Income has less than 41 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Mfs Diversified 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 InfoThe data published in Mfs Diversified's official financial statements usually reflect Mfs Diversified's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Mfs Diversified Income. For example, before you start analyzing numbers published by Mfs accountants, it's critical to develop an understanding of what Mfs Diversified's liquidity, profitability, and earnings quality are in the context of the MFS space in which it operates.
Please note that past performance is not an indicator of the future performance of Mfs Diversified, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Mfs Diversified Company Summary
Mfs Diversified competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the funds debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100 percent of these investments in below investment grade quality debt instruments.Specialization | Allocation--30% to 50% Equity, Large Value |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Mfs Series Trust |
Mutual Fund Family | MFS |
Mutual Fund Category | Allocation--30% to 50% Equity |
Benchmark | NYSE Composite |
Phone | 800 225 2606 |
Currency | USD - US Dollar |
You should never invest in Mfs Diversified without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Mfs Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Mfs Diversified's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
Mfs Diversified Key Financial Ratios
Generally speaking, Mfs Diversified's financial ratios allow both analysts and investors to convert raw data from Mfs Diversified's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs Diversified over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Mfs Diversified Income reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Diversified's current stock value. Our valuation model uses many indicators to compare Mfs Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Diversified competition to find correlations between indicators driving Mfs Diversified's intrinsic value. More Info.Mfs Diversified Income is one of the top funds in cash position weight among similar funds. It is one of the top funds in last dividend paid among similar funds . The ratio of Cash Position Weight to Last Dividend Paid for Mfs Diversified Income is about 255.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Diversified's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Diversified's earnings, one of the primary drivers of an investment's value.Mfs Diversified Income Systematic Risk
Mfs Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Diversified volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Mfs Diversified Income correlated with the market. If Beta is less than 0 Mfs Diversified generally moves in the opposite direction as compared to the market. If Mfs Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Diversified Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Diversified is generally in the same direction as the market. If Beta > 1 Mfs Diversified moves generally in the same direction as, but more than the movement of the benchmark.
About Mfs Diversified Financials
What exactly are Mfs Diversified Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Mfs Diversified's income statement, its balance sheet, and the statement of cash flows. Potential Mfs Diversified investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Mfs Diversified investors may use each financial statement separately, they are all related. The changes in Mfs Diversified's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Diversified'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.Steps to analyze Mfs Diversified Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Mfs Diversified is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Mfs has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Mfs Diversified's financials are consistent with your investment objective using the following steps:- Review Mfs Diversified's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Mfs Diversified's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Mfs Diversified's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Mfs Diversified's stock is overvalued or undervalued.
Mfs Diversified March 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Diversified Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Diversified Income based on widely used predictive technical indicators. In general, we focus on analyzing Mfs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mfs Diversified's daily price indicators and compare them against related drivers.
Downside Deviation | 0.4028 | |||
Information Ratio | (0.33) | |||
Maximum Drawdown | 1.61 | |||
Value At Risk | (0.67) | |||
Potential Upside | 0.5106 |
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 unemployment. Note that the Mfs Diversified Income 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Complementary Tools for Mfs Mutual Fund analysis
When running Mfs Diversified's price analysis, check to measure Mfs Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mfs Diversified is operating at the current time. Most of Mfs Diversified's value examination focuses on studying past and present price action to predict the probability of Mfs Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mfs Diversified's price. Additionally, you may evaluate how the addition of Mfs Diversified to your portfolios can decrease your overall portfolio volatility.
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