MFS Blended Fundamental Relationships

BRKCX -- USA Fund  

USD 13.56  0.15  1.12%

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 C over time as well as its relative position and ranking within its peers. Check also Trending Equities

MFS Blended Research Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

MFS Blended Research Em Mkts Eq C is the top fund in equity positions weight among similar funds. It is rated below average in cash position weight among similar funds creating about  0.02  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for MFS Blended Research Em Mkts Eq C is roughly  51.39 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
MFS Blended 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
97.64 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 
=
1.90 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

MFS Blended Research Cash Position Weight Comparison

  Cash Position Weight 
      MFS Blended Comparables 
MFS Blended is currently under evaluation in cash position weight among similar funds.

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