Mfs Blended One Year Return vs. Cash Position Weight
| BRSDX Fund | USD 14.53 0.10 0.68% |
For Mfs Blended profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Blended to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Blended Research utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Blended's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Blended Research over time as well as its relative position and ranking within its peers.
Mfs |
Mfs Blended Research Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Blended's current stock value. Our valuation model uses many indicators to compare Mfs Blended value to that of its competitors to determine the firm's financial worth. Mfs Blended Research is the top fund in one year return among similar funds. It is the top fund in cash position weight among similar funds creating about 0.06 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Mfs Blended Research is roughly 17.48 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Blended by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Blended'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 Blended's earnings, one of the primary drivers of an investment's value.Mfs Cash Position Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Mfs Blended |
| = | 16.09 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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 |
| = | 0.92 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Mfs Cash Position Weight Comparison
Mfs Blended is currently under evaluation in cash position weight among similar funds.
Mfs Blended Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Blended, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Blended will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Blended's change in net profit over the period of time. It can combine multiple indicators of Mfs Blended, 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 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.
Mfs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mfs Blended. 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 Blended 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 Blended's important profitability drivers and their relationship over time.
Use Mfs Blended 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 Blended 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 Blended will appreciate offsetting losses from the drop in the long position's value.Mfs Blended Pair Trading
Mfs Blended Research Pair Trading Analysis
The ability to find closely correlated positions to Mfs Blended 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 Blended 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 Blended - 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 Blended Research to buy it.
The correlation of Mfs Blended 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 Blended moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Blended Research 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 Blended 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.Use Investing Themes to Complement your Mfs Blended position
In addition to having Mfs Blended 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 Marketing Thematic Idea Now
Marketing
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 48 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 Marketing Theme or any other thematic opportunities.
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Check out Trending Equities. 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 Channel module to use Commodity Channel Index to analyze current equity momentum.
To fully project Mfs Blended's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Blended Research 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 Blended's income statement, its balance sheet, and the statement of cash flows.