Mfs Diversified Five Year Return vs. Market Capitalization

DIFGX Fund  USD 12.08  0.07  0.58%   
Based on the measurements of profitability obtained from Mfs Diversified's financial statements, Mfs Diversified Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Mfs Diversified's ability to earn profits and add value for shareholders.
For Mfs Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Diversified Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Diversified Income over time as well as its relative position and ranking within its peers.
  
Check out Investing Opportunities.
Please note, there is a significant difference between Mfs Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Diversified'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.

Mfs Diversified Income Market Capitalization vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Mfs Diversified's current stock value. Our valuation model uses many indicators to compare Mfs Diversified value to that of its competitors to determine the firm's financial worth.
Mfs Diversified Income is one of the top funds in five year return among similar funds. It is one of the top funds in market capitalization among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Diversified's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Diversified's earnings, one of the primary drivers of an investment's value.

Mfs Market Capitalization vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Mfs Diversified

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.32 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.

Mfs Diversified

Market Cap

 = 

Shares Outstanding

X

Share Price

 = 
null
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.

Mfs Market Capitalization Comparison

Mfs Diversified is currently under evaluation in market capitalization among similar funds.

Mfs Diversified Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Diversified's change in net profit over the period of time. It can combine multiple indicators of Mfs Diversified, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the funds debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100 percent of these investments in below investment grade quality debt instruments.

Mfs Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Mfs Diversified. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mfs Diversified position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mfs Diversified's important profitability drivers and their relationship over time.

Use Mfs Diversified in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Diversified will appreciate offsetting losses from the drop in the long position's value.

Mfs Diversified Pair Trading

Mfs Diversified Income Pair Trading Analysis

The ability to find closely correlated positions to Mfs Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Diversified Income to buy it.
The correlation of Mfs Diversified is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Diversified Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Mfs Diversified position

In addition to having Mfs Diversified in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Agriculture Thematic Idea Now

Agriculture
Agriculture Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Agriculture theme has 31 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Agriculture Theme or any other thematic opportunities.
View All  Next Launch
Check out Investing Opportunities.
Note that the Mfs Diversified Income information on this page should be used as a complementary analysis to other Mfs Diversified'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Mfs Mutual Fund analysis

When running Mfs Diversified's price analysis, check to measure Mfs Diversified'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 Diversified is operating at the current time. Most of Mfs Diversified's value examination focuses on studying past and present price action to predict the probability of Mfs Diversified'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 Diversified's price. Additionally, you may evaluate how the addition of Mfs Diversified to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Global Correlations
Find global opportunities by holding instruments from different markets
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
To fully project Mfs Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Diversified Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mfs Diversified's income statement, its balance sheet, and the statement of cash flows.
Potential Mfs Diversified investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Mfs Diversified investors may work on each financial statement separately, they are all related. The changes in Mfs Diversified's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Diversified's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.