Mfs Mid Cap Fund Equity Positions Weight
MCBVX Fund | USD 30.29 0.52 1.75% |
Mfs Mid Cap fundamentals help investors to digest information that contributes to Mfs Mid's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs Mid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs Mid mutual fund.
Mfs |
Mfs Equity Positions Weight Analysis
Mfs Mid's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Mfs Mid Equity Positions Weight | 97.87 % |
Most of Mfs Mid's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition |
Mfs Mid Equity Positions Weight Component Assessment
According to the company disclosure, Mfs Mid Cap has an Equity Positions Weight of 97%. This is much higher than that of the MFS family and significantly higher than that of the Mid-Cap Value category. The equity positions weight for all United States funds is notably lower than that of the firm.
Mfs Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Mid's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Mid could also be used in its relative valuation, which is a method of valuing Mfs Mid by comparing valuation metrics of similar companies.Mfs Mid is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Mfs Mid
The fund consists of 97.87% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Mfs Mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mfs Fundamentals
Price To Earning | 2.32 X | |||
Price To Book | 1.80 X | |||
Price To Sales | 1.18 X | |||
Total Asset | 6.26 M | |||
Annual Yield | 0 % | |||
Year To Date Return | 6.35 % | |||
One Year Return | 24.40 % | |||
Three Year Return | 7.48 % | |||
Five Year Return | 10.65 % | |||
Ten Year Return | 8.92 % | |||
Net Asset | 15.74 B | |||
Last Dividend Paid | 0.01 | |||
Cash Position Weight | 2.13 % | |||
Equity Positions Weight | 97.87 % |
About Mfs Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of the funds net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Value Index over the last 13 months at the time of purchase. It normally invests the funds assets primarily in equity securities.
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Try AI Portfolio ArchitectCheck out Mfs Mid Piotroski F Score and Mfs Mid Altman Z Score analysis. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Complementary Tools for Mfs Mutual Fund analysis
When running Mfs Mid's price analysis, check to measure Mfs Mid'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 Mid is operating at the current time. Most of Mfs Mid's value examination focuses on studying past and present price action to predict the probability of Mfs Mid'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 Mid's price. Additionally, you may evaluate how the addition of Mfs Mid to your portfolios can decrease your overall portfolio volatility.
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