MFS Competitors
| CXH Stock | USD 8.12 0.02 0.25% |
MFS Investment vs Mfs Global Correlation
Very poor diversification
The correlation between MFS Investment Grade and GLNAX is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding MFS Investment Grade and GLNAX in the same portfolio, assuming nothing else is changed.
Moving against MFS Stock
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of MFS Investment'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.
MFS Investment Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between MFS Investment and its competitors represents the degree of relationship between the price movements of corresponding stocks. 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 Investment Grade does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between MFS Stock performing well and MFS Investment Company 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 Investment'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MMEYX | 1.06 | 0.34 | 0.35 | 0.44 | 0.42 | 2.78 | 11.12 | |||
| IBUF | 0.22 | 0.02 | (0.16) | 0.16 | 0.14 | 0.55 | 1.10 | |||
| OTPIX | 0.80 | (0.08) | 0.00 | (0.02) | 0.00 | 1.49 | 4.74 | |||
| HIMGX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| ARDEX | 1.01 | 0.61 | 0.83 | (110.18) | 0.00 | 1.38 | 28.27 | |||
| TFESX | 0.73 | 0.18 | 0.19 | 0.33 | 0.45 | 1.74 | 3.51 | |||
| TFEQX | 2.31 | 1.28 | 1.34 | 4.77 | 0.00 | 1.78 | 65.85 | |||
| IJUN | 0.31 | 0.03 | (0.04) | 0.18 | 0.24 | 0.71 | 1.73 | |||
| JAMFX | 1.43 | (0.49) | 0.00 | (0.25) | 0.00 | 2.68 | 9.58 | |||
| GLNAX | 0.61 | 0.10 | 0.03 | 0.82 | 0.57 | 1.48 | 3.79 |
MFS Investment Competitive Analysis
The better you understand MFS Investment competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, MFS Investment'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 Investment'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 |
MFS Investment Competition Performance Charts
Five steps to successful analysis of MFS Investment Competition
MFS Investment'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 Investment Grade in relation to its competition. MFS Investment's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of MFS Investment 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 Investment's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to MFS Investment Grade, 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.
Complement your MFS Investment position
In addition to having MFS Investment 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 Consumer Staples ETFs Thematic Idea Now
Consumer Staples ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Staples ETFs theme has 15 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 Consumer Staples ETFs Theme or any other thematic opportunities.
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Check out MFS Investment Correlation with its peers. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Is there potential for Asset Management & Custody Banks market expansion? Will MFS introduce new products? Factors like these will boost the valuation of MFS Investment. Projected growth potential of MFS fundamentally drives upward valuation adjustments. Understanding fair value requires weighing current performance against future potential. All the valuation information about MFS Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of MFS Investment Grade is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Investment's value that differs from its market value or its book value, called intrinsic value, which is MFS Investment's true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because MFS Investment's market value can be influenced by many factors that don't directly affect MFS Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between MFS Investment's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding MFS Investment should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, MFS Investment's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.