MGIAX Mutual Fund Analysis


USD 36.46  0.27  0.75%   

The small slide in market price for the last few months may encourage investors to take a closer look at the fund as it is trading at a share price of 36.46 on very low momentum in trading volume. The fund managers did not add much value to MFS Series Trust investors in September. However, diversifying your holdings with MFS Series or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.22. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Additionally, see Correlation Analysis.
The MFS Series mutual fund analysis report makes it easy to digest most publicly released information about MFS Series and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. MGIAX Mutual Fund analysis module also helps to analyze the MFS Series price relationship with some important fundamental indicators such as market cap and management efficiency.

MGIAX Mutual Fund Analysis Notes

The fund generated returns of 8.0% over the last ten years. MFS Series Trust maintains 95.72% of assets in stocks. This fund last dividend was 0.21 per share. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their intrinsic value . To find out more about MFS Series Trust contact the company at 800-225-2606.

MFS Series Trust Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. MFS Series' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding MFS Series Trust or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
MFS Series Trust generated a negative expected return over the last 90 days
MFS Series Trust is unlikely to experience financial distress in the next 2 years
The fund maintains 95.72% of its assets in stocks

Management Efficiency

MFS Series management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Technical Drivers

As of the 3rd of October, MFS Series secures the Market Risk Adjusted Performance of (0.13), risk adjusted performance of (0.10), and Mean Deviation of 0.9099. In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of MFS Series Trust, as well as the relationship between them. Strictly speaking, you can use this information to find out if the fund will indeed mirror its model of past prices, or the prices will eventually revert. We were able to analyze nineteen technical drivers for MFS Series, which can be compared to its peers in the industry. Please verify MFS Series Trust information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if MFS Series Trust is priced more or less accurately, providing market reflects its recent price of 36.46 per share.

MFS Series Trust Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to MFS Series Trust price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.

MFS Series Technical and Predictive Indicators

MFS Series Forecast Models

MFS Series time-series forecasting models is one of many MFS Series' mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary MFS Series' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About MGIAX Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how MFS Series prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling MGIAX shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as MFS Series. By using and applying MGIAX Mutual Fund analysis, traders can create a robust methodology for identifying MGIAX entry and exit points for their positions.
The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. MFS Series is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding MFS Series to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Global Correlations Now


Global Correlations

Find global opportunities by holding instruments from different markets
All  Next Launch Module
Additionally, see Correlation Analysis. Note that the MFS Series Trust information on this page should be used as a complementary analysis to other MFS Series' 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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for MGIAX Mutual Fund analysis

When running MFS Series Trust price analysis, check to measure MFS Series' 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 Series is operating at the current time. Most of MFS Series' value examination focuses on studying past and present price action to predict the probability of MFS Series' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move MFS Series' price. Additionally, you may evaluate how the addition of MFS Series to your portfolios can decrease your overall portfolio volatility.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Global Correlations
Find global opportunities by holding instruments from different markets
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Please note, there is a significant difference between MFS Series' value and its price as these two are different measures arrived at by different means. Investors typically determine MFS Series value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Series' 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.