Mfs Global Competition

MWOFX Fund

USD 60.67 0.11 0.18%

Mfs Global Growth competes with Rbc Global, Pro-blend(r) Extended, Qs Global, Value Line, and Value Line; as well as few others. The fund is listed under World Large-Stock Growth category and is part of MFS family. Analyzing Mfs Global 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 Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Global Correlation with its peers.

Mfs Global vs State Street Correlation

Average diversification

The correlation between Mfs Global Growth and SSQSX is 0.15 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Mfs Global Growth and SSQSX in the same portfolio, assuming nothing else is changed.

Moving together with Mfs Mutual Fund

0.8	LFTFX	Mfs Lifetime 2065	Pair Corr
0.8	LFTJX	Mfs Lifetime 2065	Pair Corr
0.8	LFTGX	Mfs Lifetime 2065	Pair Corr
0.8	LFTHX	Mfs Lifetime 2065	Pair Corr
0.8	LFTMX	Mfs Lifetime 2065	Pair Corr

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Hype

Prediction

Low	Estimated	High
59.60	60.67	61.74

Details

Intrinsic

Valuation

Low	Real	High
59.54	60.61	61.68

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mfs Global. Your research has to be compared to or analyzed against Mfs Global's peers to derive any actionable benefits. When done correctly, Mfs Global'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 Global Growth.

Mfs Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Global 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 Global Growth does not affect the price movement of the other competitor.

	RGOIX	MNBAX	SMYIX	VALIX	VLIIX	BDAFX	SIVIX	MCGFX	HLMGX	SSQSX
RGOIX		0.73	0.79	0.74	0.74	0.76	0.82	-0.55	0.68	0.49	RGOIX
MNBAX	0.73		0.98	0.82	0.83	0.55	0.81	-0.96	0.97	0.26	MNBAX
SMYIX	0.79	0.98		0.79	0.8	0.54	0.86	-0.93	0.96	0.33	SMYIX
VALIX	0.74	0.82	0.79		1.0	0.83	0.58	-0.73	0.77	0.11	VALIX
VLIIX	0.74	0.83	0.8	1.0		0.83	0.59	-0.74	0.77	0.11	VLIIX
BDAFX	0.76	0.55	0.54	0.83	0.83		0.5	-0.36	0.47	0.23	BDAFX
SIVIX	0.82	0.81	0.86	0.58	0.59	0.5		-0.67	0.79	0.71	SIVIX
MCGFX	-0.55	-0.96	-0.93	-0.73	-0.74	-0.36	-0.67		-0.95	-0.1	MCGFX
HLMGX	0.68	0.97	0.96	0.77	0.77	0.47	0.79	-0.95		0.25	HLMGX
SSQSX	0.49	0.26	0.33	0.11	0.11	0.23	0.71	-0.1	0.25		SSQSX
	RGOIX	MNBAX	SMYIX	VALIX	VLIIX	BDAFX	SIVIX	MCGFX	HLMGX	SSQSX

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High positive correlations

VLIIX	+ 1.0	VALIX
SMYIX	+ 0.98	MNBAX
HLMGX	+ 0.97	MNBAX
HLMGX	+ 0.96	SMYIX
SIVIX	+ 0.86	SMYIX
VLIIX	+ 0.83	MNBAX

High negative correlations

MCGFX	- 0.96	MNBAX
HLMGX	- 0.95	MCGFX
MCGFX	- 0.93	SMYIX
MCGFX	- 0.74	VLIIX
MCGFX	- 0.73	VALIX
MCGFX	- 0.67	SIVIX

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Global 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 Global'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
RGOIX	0.58	(0.04)	(0.07)	0.01	0.80	(0.58)	1.03	(1.16)	3.84
MNBAX	0.55	0.14	0.20	0.49	0.16	(0.69)	0.88	(0.81)	10.15
SMYIX	0.65	0.10	0.09	0.22	0.67	(0.71)	1.16	(1.34)	7.76
VALIX	0.68	(0.05)	0.00	(0.02)	0.00	0.00	1.62	(1.67)	6.34
VLIIX	0.68	(0.05)	0.00	(0.02)	0.00	0.00	1.69	(1.67)	6.27
BDAFX	0.77	(0.11)	0.00	(0.07)	0.00	0.00	1.25	(1.93)	4.80
SIVIX	0.78	0.06	0.07	0.11	0.74	(0.86)	2.20	(1.51)	4.68
MCGFX	1.33	(0.48)	0.00	(0.27)	0.00	0.00	1.70	(1.70)	32.46
HLMGX	1.03	0.37	0.40	0.69	0.30	(1.38)	1.18	(1.29)	28.10
SSQSX	0.82	(0.01)	(0.01)	0.05	1.07	(0.90)	2.20	(1.64)	6.87

Mfs Global Competitive Analysis

The better you understand Mfs Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Global'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 Global'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

	MWOFX	RGOIX	MNBAX	SMYIX	VALIX	VLIIX	BDAFX	SIVIX	MCGFX	HLMGX
	0.18 60.67 Mfs	0.21 24.23 Rbc	0.36 19.25 Pro-blend(r)	0.35 28.55 SMYIX	0.59 13.72 VALUE	0.59 13.72 Value	0.28 31.66 Baron	0.96 15.82 State	0.58 10.45 Aston	0.22 31.35 Harding
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Somewhat reliable	Very steady
Market Performance (90 Days Performance)	Mild	Mild	Good	Good	Soft	Soft	Weakest	Solid	Weakest	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Under 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	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	915.89 M	493.94 M	422.04 M	562.84 M	524.31 M	524.31 M	548.56 M	1.53 B	199.38 M	555.42 M
Minimum Initial Investment	N/A	100 K	N/A	N/A	N/A	100 K	N/A	N/A	N/A	N/A
Price To Book	3.58	N/A	3.74	1.77	3.2	N/A	N/A	N/A	4.02	3.31
Five Year Return	5.18	5.69	4.04	14.29	5.82	5.59	14.69	5.46	11.41	3.46
One Year Return	2.67	14.85	6.12	21.87	12.28	10.02	7.72	4.31	21.3	9.09
Last Dividend Paid	N/A	0.05	0.02	N/A	N/A	N/A	0.01	0.04	N/A	N/A
Price To Earning	2.74	N/A	23.09	13.08	22.75	N/A	N/A	N/A	1.44	23.4
Price To Sales	2.19	N/A	2.8	0.91	3.23	N/A	N/A	N/A	2.48	2.55
Cash Position Weight	0.64	4.07	6.19	0.66	8.99	5.76	2.64	5.91	0.32	2.96
Equity Positions Weight	99.35	95.93	46.5	99.34	77.85	83.83	97.36	94.1	99.68	97.04
Three Year Return	9.14	13.63	8.54	22.18	19.01	18.37	22.11	7.44	20.53	13.37
Annual Yield	0.0011	0.0037	0.0168	0.007	0.0063	0.0087	N/A	0.0045	N/A	0.0026
Year To Date Return	1.23	1.7	0.52	2.92	1.04	0.56	1.64	7.88	6.87	1.51
Bond Positions Weight	N/A	N/A	2.99	N/A	0.49	10.15	N/A	N/A	N/A	N/A
Ten Year Return	10.83	N/A	7.6	9.63	10.19	10.23	N/A	10.34	12.05	10.4
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	0	9.2 T	9.2 T	9.2 T
Day Typical Price	60.67	24.23	19.25	28.55	13.72	13.72	31.66	15.82	10.45	31.35
Period Momentum Indicator	0.11	0.05	0.07	0.1	0.08	0.08	(0.09)	0.15	0.06	0.07
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.01	1.0	1.01	1.01	1.0
Day Median Price	60.67	24.23	19.25	28.55	13.72	13.72	31.66	15.82	10.45	31.35
Price Action Indicator	0.055	0.025	0.035	0.05	0.04	0.04	(0.04)	0.075	0.03	0.035
Coefficient Of Variation	2277.58	5420.17	690.12	719.0	(21,447)	(28,182)	(2,003)	782.08	(1,024)	789.69
Mean Deviation	0.6442	0.58	0.5464	0.6544	0.6781	0.6812	0.7726	0.7767	1.33	1.03
Jensen Alpha	(0.01)	(0.04)	0.1446	0.0975	(0.05)	(0.05)	(0.11)	0.0595	(0.48)	0.3748
Total Risk Alpha	(0.04)	(0.05)	0.0753	0.0575	(0.09)	(0.09)	(0.13)	0.0468	(0.68)	0.1638
Sortino Ratio	(0.03)	(0.07)	0.2043	0.0875	N/A	N/A	N/A	0.0675	N/A	0.4037
Downside Variance	0.7828	0.724	0.2643	0.732	N/A	N/A	N/A	0.9441	N/A	0.7534
Standard Deviation	1.07	0.7714	1.21	1.04	1.02	1.03	1.0	1.06	3.92	3.32
Kurtosis	18.08	1.07	44.59	14.45	3.76	3.5	0.4161	0.5919	57.31	59.32
Potential Upside	1.1	1.03	0.8776	1.16	1.62	1.69	1.25	2.2	1.7	1.18
Treynor Ratio	0.0488	0.0056	0.4862	0.217	(0.02)	(0.02)	(0.07)	0.114	(0.27)	0.6916
Maximum Drawdown	8.63	3.84	10.15	7.76	6.34	6.27	4.8	4.68	32.46	28.1
Variance	1.15	0.5951	1.46	1.08	1.05	1.05	1.0	1.12	15.38	11.02
Market Risk Adjusted Performance	0.0588	0.0156	0.4962	0.227	(0.01)	(0.01)	(0.06)	0.124	(0.26)	0.7016
Risk Adjusted Performance	0.0379	0.0144	0.1202	0.1145	(0)	(0.0007)	(0.04)	0.1056	(0.07)	0.1098
Skewness	2.93	(0.24)	6.07	2.53	0.7585	0.7353	(0.62)	0.5304	(7.31)	7.5
Semi Deviation	0.8258	0.7995	0.1647	0.6652	N/A	N/A	N/A	0.7376	N/A	0.3045
Information Ratio	(0.02)	(0.07)	0.087	0.0719	(0.07)	(0.07)	(0.12)	0.0619	(0.12)	0.1056
Value At Risk	(1.30)	(1.16)	(0.81)	(1.34)	(1.67)	(1.67)	(1.93)	(1.51)	(1.70)	(1.29)
Expected Short fall	(0.64)	(0.58)	(0.69)	(0.71)	N/A	N/A	N/A	(0.86)	N/A	(1.38)
Downside Deviation	0.8847	0.8509	0.5141	0.8556	N/A	N/A	N/A	0.9717	N/A	0.868
Semi Variance	0.6819	0.6393	0.0271	0.4424	N/A	N/A	N/A	0.5441	N/A	0.0927

Mfs Global Competition Performance Charts

Five steps to successful analysis of Mfs Global Competition

Mfs Global'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 Global Growth in relation to its competition. Mfs Global's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mfs Global 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 Global's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Global Growth, 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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Other Information on Investing in Mfs Mutual Fund

Mfs Global 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 Global security.

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