Mfs Global Equity Fund Quote

MWELX Fund  USD 49.09  0.01  0.02%   

Performance

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Odds Of Distress

Less than 44

 
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Mfs Global is trading at 49.09 as of the 29th of March 2024; that is 0.02 percent increase since the beginning of the trading day. The fund's open price was 49.08. Mfs Global has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Mfs Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies , in the stocks of companies the advisor believes are undervalued compared to their perceived worth , or in a combination of growth and value companies.. More on Mfs Global Equity

Moving together with Mfs Mutual Fund

  0.95STFGX State Farm GrowthPairCorr
  0.7FPPJX Mfs Prudent InvestorPairCorr
  0.69FPPQX Mfs Prudent InvestorPairCorr
  0.65FPPRX Mfs Prudent InvestorPairCorr
  0.67FPPSX Mfs Prudent InvestorPairCorr
  0.71FPPUX Mfs Prudent InvestorPairCorr
  0.71FPPVX Mfs Prudent InvestorPairCorr

Mfs Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mfs Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationMFS Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, MFS (View all Sectors)
Update Date31st of March 2024
Mfs Global Equity [MWELX] is traded in USA and was established 29th of March 2024. Mfs Global is listed under MFS category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of MFS family. This fund now has accumulated 3.1 B in assets with no minimum investment requirementsMfs Global Equity is currently producing year-to-date (YTD) return of 4.66% with the current yeild of 0.01%, while the total return for the last 3 years was 3.76%.
Check Mfs Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mfs Global Equity Mutual Fund Constituents

DISWalt DisneyStockCommunication Services
SYKStrykerStockHealth Care
ACNAccenture PlcStockInformation Technology
CMCSAComcast CorpStockCommunication Services
HONHoneywell InternationalStockIndustrials
MDTMedtronic PLCStockHealth Care
NSRGFNestle SAPink SheetPackaged Foods
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Mfs Global Target Price Odds Analysis

Based on a normal probability distribution, the odds of Mfs Global jumping above the current price in 90 days from now is nearly 4.54%. The Mfs Global Equity probability density function shows the probability of Mfs Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mfs Global has a beta of 0.9584. This indicates Mfs Global Equity market returns are sensitive to returns on the market. As the market goes up or down, Mfs Global is expected to follow. Additionally, mfs Global Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 49.09HorizonTargetOdds Above 49.09
95.35%90 days
 49.09 
4.54%
Based on a normal probability distribution, the odds of Mfs Global to move above the current price in 90 days from now is nearly 4.54 (This Mfs Global Equity probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .

Mfs Global Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mfs Global market risk premium is the additional return an investor will receive from holding Mfs Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mfs Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mfs Global's alpha and beta are two of the key measurements used to evaluate Mfs Global's performance over the market, the standard measures of volatility play an important role as well.

Mfs Global Against Markets

Picking the right benchmark for Mfs Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mfs Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mfs Global is critical whether you are bullish or bearish towards Mfs Global Equity at a given time. Please also check how Mfs Global's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Mfs Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Mfs Mutual Fund?

Before investing in Mfs Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mfs Global. To buy Mfs Global fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Mfs Global fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Mfs Global Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Mfs Global Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mfs Global Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Mfs Global Equity?

The danger of trading Mfs Global Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mfs Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mfs Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Global Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Global Equity. 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 bureau of economic analysis.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Mfs Mutual Fund analysis

When running Mfs Global's price analysis, check to measure Mfs Global'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 Global is operating at the current time. Most of Mfs Global's value examination focuses on studying past and present price action to predict the probability of Mfs Global'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 Global's price. Additionally, you may evaluate how the addition of Mfs Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mfs Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.