Mfs Blended Research Fund Manager Performance Evaluation
| BRSHX Fund | USD 13.93 0.16 1.16% |
The fund secures a Beta (Market Risk) of 1.57, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mfs Blended will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Mfs Blended Research has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, Mfs Blended is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Apple expands innovative Restore Fund with TSMC and Murata - Apple | 03/13/2024 |
| Expense Ratio Date | 28th of September 2022 | |
| Expense Ratio | 1.7400 |
Mfs |
Mfs Blended Relative Risk vs. Return Landscape
If you would invest 1,424 in Mfs Blended Research on January 24, 2024 and sell it today you would lose (47.00) from holding Mfs Blended Research or give up 3.3% of portfolio value over 90 days. Mfs Blended Research is currently producing negative expected returns and takes up 1.101% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Blended Current Valuation
Fairly Valued
Today
Please note that Mfs Blended's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Blended Research secures a last-minute Real Value of $13.91 per share. The latest price of the fund is $13.93. We determine the value of Mfs Blended Research from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Mfs Blended Research is useful when determining the fair value of the Mfs mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Mfs Blended. Since Mfs Blended is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Blended's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.93 | Real 13.91 | Hype 13.77 |
The real value of Mfs Mutual Fund, also known as its intrinsic value, is the underlying worth of Mfs Blended Research Mutual Fund, which is reflected in its stock price. It is based on Mfs Blended's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Mfs Blended's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mfs Blended's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mfs Blended Research helps investors to forecast how Mfs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mfs Blended more accurately as focusing exclusively on Mfs Blended's fundamentals will not take into account other important factors: Mfs Blended Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Blended's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Blended Research, and traders can use it to determine the average amount a Mfs Blended's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0437
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRSHX |
Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Blended is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mfs Blended by adding Mfs Blended to a well-diversified portfolio.
Mfs Blended Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Blended, and Mfs Blended fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mfs Mutual Fund performance.
| Total Asset | 5.59 M | ||||
About Mfs Blended Performance
To evaluate Mfs Blended Research Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Mfs Blended generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Mfs Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Mfs Blended Research market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Mfs's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000 Index over the last 13 months at the time of purchase. The fund may invest the funds assets in foreign securities.Things to note about Mfs Blended Research performance evaluation
Checking the ongoing alerts about Mfs Blended for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Blended Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Blended Research generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Mfs Blended Research holds 99.08% of its assets under management (AUM) in equities |
- Analyzing Mfs Blended's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mfs Blended's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Blended's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mfs Blended's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Blended's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Blended's mutual fund. These opinions can provide insight into Mfs Blended's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Mfs Blended Research. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Mfs Blended Research information on this page should be used as a complementary analysis to other Mfs Blended'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 Commodity Directory module to find actively traded commodities issued by global exchanges.