Mfs Mid Financials
| MVCAX Fund | USD 36.55 0.06 0.16% |
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 Mid Fund Summary
Mfs Mid competes with Mfs Growth, Mfs Value, Mfs International, Mid Cap, and Mfs Mid. The fund normally invests at least 80 percent of the funds net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Value Index over the last 13 months at the time of purchase. It normally invests the funds assets primarily in equity securities.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US55272P6381 |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Mfs Mid Key Financial Ratios
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Mid's current stock value. Our valuation model uses many indicators to compare Mfs Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Mid competition to find correlations between indicators driving Mfs Mid's intrinsic value. More Info.Mfs Mid Cap is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.75 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Mid Cap is roughly 1.34 . 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 Mid's earnings, one of the primary drivers of an investment's value.Mfs Mid Cap Systematic Risk
Mfs Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Mid 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 Mid Cap correlated with the market. If Beta is less than 0 Mfs Mid generally moves in the opposite direction as compared to the market. If Mfs Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Mid is generally in the same direction as the market. If Beta > 1 Mfs Mid moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Mid November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Mid Cap 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 Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6648 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.94 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.2 |
Other Information on Investing in Mfs Mutual Fund
Mfs Mid 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 Mid security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |