Mfs Emerging Financial Statements From 2010 to 2024

EMLJX Fund  USD 5.59  0.01  0.18%   
Mfs Emerging financial statements provide useful quarterly and yearly information to potential Mfs Emerging Markets investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Mfs Emerging financial statements helps investors assess Mfs Emerging's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mfs Emerging's valuation are summarized below:
Mfs Emerging Markets does not presently have any fundamental ratios for analysis.
Check Mfs Emerging 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 Emerging Valuation or Volatility modules.
  
This module can also supplement various Mfs Emerging Technical models . Check out the analysis of Mfs Emerging Correlation against competitors.

Mfs Five Year Return Analysis

Mfs Emerging's 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.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Mfs Emerging Five Year Return

    
  0.30 %  
Most of Mfs Emerging's fundamental indicators, such as Five Year Return, 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 Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Mfs Emerging Five Year Return Component Assessment

According to the company disclosure, Mfs Emerging Markets has a Five Year Return of 0.2971%. This is much higher than that of the MFS family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

Mfs Emerging Markets Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mfs Emerging's current stock value. Our valuation model uses many indicators to compare Mfs Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Emerging competition to find correlations between indicators driving Mfs Emerging's intrinsic value. More Info.
Mfs Emerging Markets is rated below average in one year return among similar funds. It is rated below average in last dividend paid among similar funds . The ratio of One Year Return to Last Dividend Paid for Mfs Emerging Markets is about  297.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Emerging by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Emerging'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 Emerging's earnings, one of the primary drivers of an investment's value.

About Mfs Emerging Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Mfs Emerging income statement, its balance sheet, and the statement of cash flows. Mfs Emerging investors use historical funamental indicators, such as Mfs Emerging's revenue or net income, to determine how well the company is positioned to perform in the future. Although Mfs Emerging investors may use each financial statement separately, they are all related. The changes in Mfs Emerging's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Emerging'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 Emerging Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Mfs Emerging. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in debt instruments of issuers that are tied economically to emerging market countries and denominated in local currencies and in derivative instruments with similar economic characteristics to these instruments. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It is non-diversified.

Pair Trading with Mfs Emerging

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 Emerging 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 Emerging will appreciate offsetting losses from the drop in the long position's value.

Moving against Mfs Mutual Fund

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The ability to find closely correlated positions to Mfs Emerging 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 Emerging 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 Emerging - 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 Emerging Markets to buy it.
The correlation of Mfs Emerging 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 Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Emerging Markets 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 Emerging 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
Check out the analysis of Mfs Emerging Correlation against competitors.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for Mfs Mutual Fund analysis

When running Mfs Emerging's price analysis, check to measure Mfs Emerging'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 Emerging is operating at the current time. Most of Mfs Emerging's value examination focuses on studying past and present price action to predict the probability of Mfs Emerging'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 Emerging's price. Additionally, you may evaluate how the addition of Mfs Emerging to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mfs Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Emerging is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Emerging'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.