Mfs Blended Research Fund Quote
| BRWAX Fund | USD 25.74 0.05 0.19% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Mfs Blended is trading at 25.74 as of the 22nd of November 2024; that is 0.19% up since the beginning of the trading day. The fund's open price was 25.69. Mfs Blended has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mfs Blended Research are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
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. While the fund may invest the funds assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. More on Mfs Blended Research
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Growth Funds, Large Growth, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Mfs Blended Research [BRWAX] is traded in USA and was established 22nd of November 2024. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MFS family. This fund currently has accumulated 261.03 M in assets under management (AUM) with minimum initial investment of 1 K. Mfs Blended Research is currently producing year-to-date (YTD) return of 31.74% with the current yeild of 0.0%, while the total return for the last 3 years was 9.57%.
Check Mfs Blended Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Blended Research Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Blended Research Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| UNP | Union Pacific | Stock | Industrials | |
| BA | The Boeing | Stock | Industrials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Mfs Blended Research Risk Profiles
| Mean Deviation | 0.7505 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Mfs Blended Against Markets
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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