Mfs Servative Allocation Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Mfs Servative are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Mfs Servative Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Mfs Servative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 16.37 | |
| Fifty Two Week High | 18.38 | |
| Annual Report Expense Ratio | 1.69% | |
| Trailing Annual Dividend Yield | 2.08% |
Mfs |
Mfs Servative Relative Risk vs. Return Landscape
If you would invest (100.00) in Mfs Servative Allocation on January 26, 2024 and sell it today you would earn a total of 100.00 from holding Mfs Servative Allocation or generate -100.0% return on investment over 90 days. Mfs Servative Allocation is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Mfs Servative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Servative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Servative Allocation, and traders can use it to determine the average amount a Mfs Servative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Mfs Servative is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mfs Servative by adding Mfs Servative to a well-diversified portfolio.
Mfs Servative Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Servative, and Mfs Servative fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mfs Mutual Fund performance.
| Price To Earning | 6.93 X | |||
| Price To Book | 2.52 X | |||
| Price To Sales | 1.96 X | |||
| Total Asset | 4.25 B | |||
Things to note about Mfs Servative Allocation performance evaluation
Checking the ongoing alerts about Mfs Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Servative Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Servative is not yet fully synchronised with the market data | |
| Mfs Servative has some characteristics of a very speculative penny stock | |
| Mfs Servative has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 14.53% of its assets under management (AUM) in cash |
- Analyzing Mfs Servative's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mfs Servative's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Servative's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mfs Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Servative's mutual fund. These opinions can provide insight into Mfs Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. 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 main economic indicators. Note that the Mfs Servative Allocation information on this page should be used as a complementary analysis to other Mfs Servative'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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Servative Allocation check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mfs Servative's history and understand the potential risks before investing.
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