Mfs Diversified Financial Statements From 2010 to 2024
| DIFCX Fund | USD 11.74 0.07 0.59% |
Check Mfs Diversified financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Mfs financial statements analysis is a perfect complement when working with Mfs Diversified Valuation or Volatility modules.
Mfs |
Mfs Diversified Income Mutual Fund Annual Yield Analysis
Mfs Diversified's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Mfs Diversified Annual Yield | 0.03 % |
Most of Mfs Diversified's fundamental indicators, such as Annual Yield, 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 Diversified Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Mfs Diversified Income has an Annual Yield of 0.0285%. This is much higher than that of the MFS family and significantly higher than that of the Allocation--30% to 50% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Mfs Diversified Me Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Mfs Diversified competition to find correlations between indicators driving Mfs Diversified's intrinsic value. More Info.Mfs Diversified Income is one of the top funds in price to earning among similar funds. It is rated # 5 fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Diversified Income is roughly 9.24 . 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.About Mfs Diversified Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Mfs Diversified income statement, its balance sheet, and the statement of cash flows. Mfs Diversified investors use historical funamental indicators, such as Mfs Diversified's revenue or net income, to determine how well the company is positioned to perform in the future. Although Mfs Diversified investors may use 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. We offer a historical overview of the basic patterns found on Mfs Diversified Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Mfs Diversified. Please read more on our technical analysis and fundamental analysis pages.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Mfs Diversified in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Mfs Diversified's short interest history, or implied volatility extrapolated from Mfs Diversified options trading.
Pair Trading with Mfs Diversified
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.Moving together with Mfs Mutual Fund
| 0.86 | FPPJX | Mfs Prudent Investor | PairCorr |
| 0.86 | FPPQX | Mfs Prudent Investor | PairCorr |
| 0.85 | FPPRX | Mfs Prudent Investor | PairCorr |
| 0.85 | FPPSX | Mfs Prudent Investor | PairCorr |
| 0.86 | FPPUX | Mfs Prudent Investor | PairCorr |
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 Me 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.Check out the analysis of Mfs Diversified Correlation against competitors. Note that the Mfs Diversified Me 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.