MFS Blended Fundamental Relationships

BRKAX -- USA Fund  

USD 12.46  0.27  2.12%

The Drivers Module shows relationships between MFS Blended's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of MFS Blended Research Em Mkts Eq A over time as well as its relative position and ranking within its peers. Check also Trending Equities

MFS Blended Research Minimum Initial Investment vs. Cash Position Weight Fundamental Analysis

MFS Blended Research Em Mkts Eq A is rated below average in cash position weight among similar funds. It is rated below average in minimum initial investment among similar funds making about  2,000  of Minimum Initial Investment per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
MFS Blended 
Cash Percentage 
% of Cash 
in the fund 
0.50 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
MFS Blended 
Minimum Initial Investment 
First Fund Deposit 
1 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.

MFS Blended Research Minimum Initial Investment Comparison

  Minimum Initial Investment 
      MFS Blended Comparables 
MFS Blended is currently under evaluation in minimum initial investment among similar funds.

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