Mfs Conservative Competition

Mutual Funds . USA . 
Fund . Mfs Servative Allocation
MACFX Fund  USD 17.46  0.02  0.11%   
Mfs Servative Allocation competes with Vanguard Wellesley, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of MFS family. Analyzing Mfs Conservative 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 Conservative to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Conservative 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 Conservative competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
17.1617.4417.72
Details
Intrinsic
Valuation
LowRealHigh
17.1217.4017.68
Details
Naive
Forecast
LowNextHigh
17.1717.4417.72
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.3517.4217.50
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mfs Conservative. Your research has to be compared to or analyzed against Mfs Conservative's peers to derive any actionable benefits. When done correctly, Mfs Conservative's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Mfs Servative Allocation.

Mfs Conservative Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Conservative 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 Servative Allocation does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AAEVX
+ 0.75
MSTSX
AAEVX
+ 0.68
LBHIX
LBHIX
+ 0.67
MSTSX
ABHYX
+ 0.6
VWIAX
LBHIX
+ 0.58
VWIAX
MSTSX
+ 0.57
VWIAX
  
High negative correlations   
VIASP
- 0.8
SCAXF
AAEVX
- 0.69
444859BR2
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2
MSTSX
- 0.45
BRRAY
AAEVX
- 0.43
SCAXF

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Conservative 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 Conservative'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VWIAX  0.24 (0.02)(0.37) 0.04  0.25 
(0.26)
 0.46 
(0.43)
 1.30 
444859BR2  1.35 (0.09) 0.00 (0.14) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
AAEVX  0.48  0.05 (0.10)(2.13) 0.54 
(0.57)
 0.93 
(0.77)
 2.76 
All Fundamental Data

Mfs Conservative Competitive Analysis

The better you understand Mfs Conservative competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Conservative'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 Conservative'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
MACFX VWIAX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP
 0.11 
 17.46 
Mfs
 0.25 
 63.95 
Vanguard
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.08 
 11.87 
Morningstar
 0.24 
 4.26 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
 0.77 
 22.22 
Via
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Modest
Modest
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over 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)
Cautious Hold
Cautious Hold
Hold
Strong Sell
Hold
Strong Hold
Strong Sell
Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
Net Asset
3.86 B
53.15 B
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
Profit Margin
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
EBITDA
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
Price To Book
2.51
2.51
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
Current Valuation
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
Operating Margin
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
4.83
4.68
N/A
N/A
3.98
8.6
3.46
1.69
N/A
8.97
Retained Earnings
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
One Year Return
13.05
13.65
N/A
N/A
N/A
19.87
11.94
11.13
N/A
N/A
Beta
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
Cash Position Weight
3.54
1.18
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
Equity Positions Weight
35.8
38.46
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
Number Of Employees
1
1
N/A
7
36
1
1
1
8
169
Shares Outstanding
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
Three Year Return
1.26
2.16
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
Annual Yield
0.0284
0.0362
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
0.0972
Total Debt
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
Return On Equity
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
Bond Positions Weight
10.26
58.15
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
Book Value Per Share
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
N/A
50 K
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
Total Asset
2.66 B
68.37 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
Last Dividend Paid
0.04
0.18
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
Debt To Equity
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
Target Price
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
Price To Earning
6.55
19.51
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
Price To Sales
1.95
2.2
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
Net Income
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
Earnings Per Share
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Year To Date Return
8.09
7.82
N/A
N/A
N/A
13.69
7.32
6.09
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
Ten Year Return
6.26
7.88
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
Working Capital
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
Cash Per Share
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
17.46
63.95
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.21
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
174.08
Daily Balance Of Power
9.2 T
9.2 T
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
0.0
0.4474
Period Momentum Indicator
0.02
0.16
(1.39)
N/A
N/A
(0.01)
0.01
0.03
N/A
0.17
Rate Of Daily Change
1.0
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.01
Day Median Price
17.46
63.95
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.2
Price Action Indicator
0.01
0.08
(0.70)
N/A
N/A
(0.01)
0.005
0.015
N/A
0.1
Relative Strength Index
28.22
25.53
42.53
N/A
23.95
31.81
17.83
39.88
N/A
68.28
Coefficient Of Variation
1458.76
1469.48
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
1440.84
Mean Deviation
0.2151
0.2355
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
0.7442
Jensen Alpha
(0.02)
(0.02)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
0.0748
Total Risk Alpha
(0.03)
(0.04)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
(0.11)
Sortino Ratio
(0.37)
(0.37)
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
(0.04)
Downside Variance
0.0894
0.0895
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
1.66
Standard Deviation
0.2731
0.3018
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
1.16
Kurtosis
(0.23)
0.2004
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
5.33
Potential Upside
0.4096
0.456
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
2.28
Treynor Ratio
0.0332
0.0412
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
(2.04)
Maximum Drawdown
1.21
1.3
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
7.18
Variance
0.0746
0.0911
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
1.35
Market Risk Adjusted Performance
0.0432
0.0512
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
(2.03)
Risk Adjusted Performance
0.0344
0.0367
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
0.0565
Skewness
(0.19)
(0.19)
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
(0.87)
Semi Deviation
0.2262
0.2509
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
1.13
Information Ratio
(0.41)
(0.36)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
(0.04)
Value At Risk
(0.52)
(0.43)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
(1.20)
Expected Short fall
(0.24)
(0.26)
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
(0.80)
Downside Deviation
0.299
0.2992
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
1.29
Semi Variance
0.0512
0.063
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A
1.27

Mfs Conservative Competition Performance Charts

Five steps to successful analysis of Mfs Conservative Competition

Mfs Conservative'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 Servative Allocation in relation to its competition. Mfs Conservative's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mfs Conservative 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 Conservative's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Servative Allocation, 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.

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Treasury ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Treasury ETFs theme has 114 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 Treasury ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund

Mfs Conservative 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 Conservative security.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
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