Mfs Blended Competition

BMSYX Fund

USD 16.95 0.04 0.24%

Mfs Blended Research competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent; as well as few others. The fund is listed under Mid-Cap Blend category and is part of MFS family. Analyzing Mfs Blended competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mfs Blended to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Blended Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mfs Blended competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mfs Blended's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
16.07	16.91	17.75

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Intrinsic

Valuation

Low	Real	High
16.61	17.45	18.29

Details

Mfs Blended Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Blended and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mfs and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mfs Blended Research does not affect the price movement of the other competitor.

	FPPJX	FPPQX	FPPRX	FPPSX	FPPUX	FPPVX	LFTFX	LFTJX	LFTGX	LFTHX
FPPJX		1.0	1.0	0.92	1.0	1.0	0.34	0.36	0.36	0.33	FPPJX
FPPQX	1.0		1.0	0.92	1.0	1.0	0.32	0.34	0.34	0.32	FPPQX
FPPRX	1.0	1.0		0.92	1.0	1.0	0.28	0.3	0.3	0.27	FPPRX
FPPSX	0.92	0.92	0.92		0.92	0.92	0.29	0.31	0.31	0.28	FPPSX
FPPUX	1.0	1.0	1.0	0.92		1.0	0.34	0.36	0.36	0.33	FPPUX
FPPVX	1.0	1.0	1.0	0.92	1.0		0.35	0.36	0.36	0.34	FPPVX
LFTFX	0.34	0.32	0.28	0.29	0.34	0.35		1.0	1.0	1.0	LFTFX
LFTJX	0.36	0.34	0.3	0.31	0.36	0.36	1.0		1.0	1.0	LFTJX
LFTGX	0.36	0.34	0.3	0.31	0.36	0.36	1.0	1.0		1.0	LFTGX
LFTHX	0.33	0.32	0.27	0.28	0.33	0.34	1.0	1.0	1.0		LFTHX
	FPPJX	FPPQX	FPPRX	FPPSX	FPPUX	FPPVX	LFTFX	LFTJX	LFTGX	LFTHX

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Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Blended Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mfs Blended's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FPPJX	0.28	(0.02)	(0.28)	0.02	0.35	(0.30)	0.51	(0.67)	1.82
FPPQX	0.29	(0.02)	(0.29)	0.01	0.36	(0.31)	0.58	(0.67)	1.74
FPPRX	0.28	(0.03)	(0.30)	0.00	0.36	(0.30)	0.52	(0.76)	1.85
FPPSX	0.29	0.00	(0.32)	(2.84)	0.37	(0.30)	0.58	(0.67)	1.83
FPPUX	0.29	(0.02)	(0.30)	0.02	0.35	(0.32)	0.58	(0.75)	1.82
FPPVX	0.27	(0.02)	(0.30)	0.02	0.34	(0.29)	0.50	(0.66)	1.82
LFTFX	0.45	(0.02)	(0.10)	0.09	0.52	(0.52)	0.87	(0.86)	2.82
LFTJX	0.45	(0.03)	(0.10)	0.09	0.53	(0.52)	0.87	(0.87)	2.93
LFTGX	0.45	(0.03)	(0.10)	0.09	0.52	(0.51)	0.87	(0.87)	2.84
LFTHX	0.46	(0.02)	(0.10)	0.09	0.53	(0.53)	0.86	(0.95)	2.80

Unable to evaluate fundamental data of [FPPJX, FPPQX, FPPRX, FPPSX, FPPUX, FPPVX, LFTFX, LFTJX, LFTGX, LFTHX] at this time. Please try again later

All Fundamental Data

Mfs Blended Competitive Analysis

The better you understand Mfs Blended competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Blended's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mfs Blended's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BMSYX	FPPJX	FPPQX	FPPRX	FPPSX	FPPUX	FPPVX	LFTFX	LFTJX	LFTGX
	0.24 16.95 Mfs	0.25 12.05 Mfs	0.17 12.02 Mfs	0.17 11.86 Mfs	0.17 11.97 Mfs	0.17 12.05 Mfs	0.17 12.06 Mfs	0.38 10.64 Mfs	0.47 10.59 Mfs	0.48 10.56 Mfs
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Insignificant	Insignificant	Insignificant	Insignificant	Insignificant	Insignificant	Good	Good	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Cautious Hold	Cautious Hold	Cautious Hold	Sell	Hold	Cautious Hold	Strong Hold	Strong Hold	Strong Hold
Cash Position Weight	0.55	16.44	25.14	25.14	25.14	25.14	25.14	-2.96	-2.96	7.9
Equity Positions Weight	99.44	50.2	36.77	36.77	36.77	36.77	36.77	89.0	89.0	83.34
Three Year Return	10.41	1.52	1.27	0.49	1.02	1.52	1.59	N/A	N/A	N/A
Net Asset	288.84 M	36.83 M	22.84 M	22.84 M	22.84 M	22.84 M	22.84 M	13.65 M	13.65 M	13.65 M
Annual Yield	0.0098	0.0181	0.0159	0.0095	0.0136	0.0181	0.0187	0.0125	0.0057	0.0076
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1 K
Five Year Return	13.82	3.75	3.49	2.71	3.22	3.74	3.81	N/A	N/A	N/A
Year To Date Return	28.09	4.45	4.28	3.51	4.01	4.54	4.62	N/A	N/A	N/A
One Year Return	40.31	8.56	8.31	7.48	8.07	8.55	8.71	N/A	N/A	N/A
Last Dividend Paid	0.14	0.08	0.05	N/A	0.02	0.08	0.08	N/A	N/A	N/A
Bond Positions Weight	N/A	33.27	2.11	2.11	2.11	2.11	2.11	1.12	1.12	7.69
Day Typical Price	16.95	12.05	12.02	11.86	11.97	12.05	12.06	10.64	10.59	10.56
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.04	0.03	0.02	0.02	0.02	0.02	0.02	0.04	0.05	0.05
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	16.95	12.05	12.02	11.86	11.97	12.05	12.06	10.64	10.59	10.56
Price Action Indicator	0.02	0.015	0.01	0.01	0.01	0.01	0.01	0.02	0.025	0.025
Relative Strength Index	77.12	41.37	39.96	39.6	41.19	39.85	39.51	69.98	67.81	69.37
Coefficient Of Variation	479.42	2496.43	3050.2	3812.47	6402.83	2752.2	2689.0	866.26	915.27	898.75
Mean Deviation	0.6432	0.281	0.2865	0.2824	0.2857	0.2851	0.2718	0.4513	0.4533	0.4459
Jensen Alpha	0.0382	(0.02)	(0.02)	(0.03)	(0)	(0.02)	(0.02)	(0.02)	(0.03)	(0.03)
Total Risk Alpha	0.0266	(0.06)	(0.06)	(0.06)	(0.07)	(0.06)	(0.06)	(0.04)	(0.04)	(0.04)
Sortino Ratio	0.0569	(0.28)	(0.29)	(0.30)	(0.32)	(0.30)	(0.30)	(0.10)	(0.1)	(0.10)
Downside Variance	0.639	0.1985	0.1857	0.1816	0.1738	0.1682	0.1721	0.4738	0.5394	0.4991
Standard Deviation	0.8777	0.3631	0.3677	0.3673	0.3673	0.3657	0.3561	0.5954	0.6052	0.5955
Kurtosis	2.7	0.3446	0.1931	0.4639	0.2681	0.2269	0.5092	0.9153	1.02	1.08
Potential Upside	1.45	0.5072	0.5833	0.515	0.5848	0.5819	0.5029	0.8671	0.8704	0.8729
Treynor Ratio	0.1637	0.0243	0.0108	(0)	(2.84)	0.0166	0.0175	0.0909	0.0858	0.0874
Maximum Drawdown	4.53	1.82	1.74	1.85	1.83	1.82	1.82	2.82	2.93	2.84
Variance	0.7703	0.1319	0.1352	0.1349	0.1349	0.1337	0.1268	0.3545	0.3663	0.3546
Market Risk Adjusted Performance	0.1737	0.0343	0.0208	0.0081	(2.83)	0.0266	0.0275	0.1009	0.0958	0.0974
Risk Adjusted Performance	0.1607	0.0196	0.0143	0.0092	0.0011	0.0169	0.017	0.0854	0.0809	0.0822
Skewness	0.5264	(0.42)	(0.37)	(0.41)	(0.33)	(0.35)	(0.33)	(0.44)	(0.41)	(0.46)
Semi Deviation	0.5197	0.3513	0.3582	0.3649	0.3692	0.3462	0.3416	0.5193	0.5346	0.5242
Information Ratio	0.0518	(0.34)	(0.34)	(0.35)	(0.36)	(0.34)	(0.35)	(0.12)	(0.12)	(0.12)
Value At Risk	(0.98)	(0.67)	(0.67)	(0.76)	(0.67)	(0.75)	(0.66)	(0.86)	(0.87)	(0.87)
Expected Short fall	(0.78)	(0.30)	(0.31)	(0.30)	(0.30)	(0.32)	(0.29)	(0.52)	(0.52)	(0.51)
Downside Deviation	0.7994	0.4456	0.431	0.4261	0.4169	0.4101	0.4148	0.6883	0.7344	0.7065
Semi Variance	0.2701	0.1234	0.1283	0.1331	0.1363	0.1199	0.1167	0.2697	0.2858	0.2748

Mfs Blended Competition Performance Charts

Five steps to successful analysis of Mfs Blended Competition

Mfs Blended's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mfs Blended Research in relation to its competition. Mfs Blended's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mfs Blended in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mfs Blended's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Blended Research, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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.

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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Industrials ETFs theme has 45 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 Industrials ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Mfs Mutual Fund

Mfs Blended financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Blended security.

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