Mfs Total Correlations

Mutual Funds . USA . 
Fund . Mfs Total Return
MSFRX Fund  USD 20.11  0.08  0.40%   
The current 90-days correlation between Mfs Total Return and American Century High is 0.13 (i.e., Average diversification). The correlation of Mfs Total is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Mfs Total Correlation With Market

Poor diversification

The correlation between Mfs Total Return and DJI is 0.75 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Mfs Total Return and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Total Return. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real.

Moving together with Mfs Mutual Fund

  0.95LFTFX Mfs Lifetime 2065PairCorr
  0.77LFTJX Mfs Lifetime 2065PairCorr
  0.95LFTGX Mfs Lifetime 2065PairCorr
  0.77LFTHX Mfs Lifetime 2065PairCorr
  0.77LFTMX Mfs Lifetime 2065PairCorr
  0.77LFTNX Mfs Lifetime 2065PairCorr
  0.77LFTKX Mfs Lifetime 2065PairCorr
  0.77LFTLX Mfs Lifetime 2065PairCorr
  0.65HYPPX Mfs High YieldPairCorr
  0.87UIVIX Mfs Intrinsic ValuePairCorr
  0.95UIVCX Mfs Intrinsic ValuePairCorr
  0.74UIVPX Mfs Intrinsic ValuePairCorr
  0.74UIVQX Mfs Intrinsic ValuePairCorr
  0.74UIVNX Mfs Intrinsic ValuePairCorr
  0.74UIVMX Mfs Intrinsic ValuePairCorr
  0.75UIVVX Mfs Intrinsic ValuePairCorr
  0.95UIVRX Mfs Intrinsic ValuePairCorr
  0.75OTCHX Mfs Mid CapPairCorr
  0.93MKVBX Mfs International LargePairCorr
  0.74MKVGX Mfs International LargePairCorr
  0.74MKVFX Mfs International LargePairCorr
  0.73MKVEX Mfs International LargePairCorr
  0.74MKVDX Mfs International LargePairCorr
  0.74MKVHX Mfs Series TrustPairCorr
  0.85BRKBX Mfs Blended ResearchPairCorr
  0.85BRKCX Mfs Blended ResearchPairCorr
  0.73BRKAX Mfs Blended ResearchPairCorr
  0.86BRKUX Mfs Blended ResearchPairCorr
  0.76BRKVX Mfs Blended ResearchPairCorr
  0.86BRKRX Mfs Blended ResearchPairCorr
  0.76BRKSX Mfs Blended ResearchPairCorr
  0.76BRKIX Mfs Blended ResearchPairCorr
  0.69EMLNX Mfs Emerging MarketsPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Total 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 Total'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.

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