Mfs Union Financials
| MUSEX Fund | USD 37.38 0.14 0.37% |
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 Union Fund Summary
Mfs Union competes with Mfs Growth, Massachusetts Investors, Mfs Total, Massachusetts Investors, and Jpmorgan. The fund normally invests at least 80 percent of the funds net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US55273W1036 |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Mfs Union Key Financial Ratios
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Union's current stock value. Our valuation model uses many indicators to compare Mfs Union value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Union competition to find correlations between indicators driving Mfs Union's intrinsic value. More Info.Mfs Union Standard is regarded second largest fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 1.13 of Price To Book per Price To Earning. 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 Union's earnings, one of the primary drivers of an investment's value.Mfs Union Standard Systematic Risk
Mfs Union's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Union 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 sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Mfs Union Standard correlated with the market. If Beta is less than 0 Mfs Union generally moves in the opposite direction as compared to the market. If Mfs Union Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Union Standard is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Union is generally in the same direction as the market. If Beta > 1 Mfs Union moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Union February 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Union help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Union Standard. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Union Standard 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 Union's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 11.43 | |||
| Value At Risk | (1.78) | |||
| Potential Upside | 1.16 |
Other Information on Investing in Mfs Mutual Fund
Mfs Union 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 Union security.
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