Mfs Blended Financials
BRSTX Fund | USD 17.05 0.05 0.29% |
Mfs |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Mfs Blended Fund Summary
Mfs Blended competes with Valic Company, Gmo High, Msift High, American Century, and Pioneer High. The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000 Index over the last 13 months at the time of purchase. The fund may invest the funds assets in foreign securities.Specialization | Small Blend, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | MFS SERIES TRUST |
Mutual Fund Family | MFS |
Mutual Fund Category | Small Blend |
Benchmark | Dow Jones Industrial |
Phone | 800 225 2606 |
Currency | USD - US Dollar |
Mfs Blended Key Financial Ratios
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Blended's current stock value. Our valuation model uses many indicators to compare Mfs Blended value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Blended competition to find correlations between indicators driving Mfs Blended's intrinsic value. More Info.Mfs Blended Research is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,841 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Blended's earnings, one of the primary drivers of an investment's value.Mfs Blended Research Systematic Risk
Mfs Blended's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Blended volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Mfs Blended Research correlated with the market. If Beta is less than 0 Mfs Blended generally moves in the opposite direction as compared to the market. If Mfs Blended Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Blended Research is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Blended is generally in the same direction as the market. If Beta > 1 Mfs Blended moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Blended November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Blended help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Blended Research. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Blended Research based on widely used predictive technical indicators. In general, we focus on analyzing Mfs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mfs Blended's daily price indicators and compare them against related drivers.
Downside Deviation | 1.03 | |||
Information Ratio | (0.02) | |||
Maximum Drawdown | 7.17 | |||
Value At Risk | (1.64) | |||
Potential Upside | 1.98 |
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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