Mfs Global Alternative Fund Quote
| DVRJX Fund | USD 13.13 0.03 0.23% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Mfs Global is trading at 13.13 as of the 23rd of November 2024; that is 0.23% up since the beginning of the trading day. The fund's open price was 13.1. Mfs Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mfs Global Alternative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2 percent to 4, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long andor short exposure to foreign securities and foreign currencies. More on Mfs Global Alternative
Moving together with Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Global Alternative [DVRJX] is traded in USA and was established 23rd of November 2024. Mfs Global is listed under MFS category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of MFS family. This fund currently has accumulated 220.66 M in assets under management (AUM) with no minimum investment requirementsMfs Global Alternative is currently producing year-to-date (YTD) return of 8.9% with the current yeild of 0.01%, while the total return for the last 3 years was 3.76%.
Check Mfs Global 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 Global Alternative 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 Global Alternative Mutual Fund Constituents
| EA | Electronic Arts | Stock | Communication Services | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| DXC | DXC Technology Co | Stock | Information Technology | |
| AMS | American Shared Hospital | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Mfs Global Alternative Risk Profiles
| Mean Deviation | 0.1921 | |||
| Semi Deviation | 0.1893 | |||
| Standard Deviation | 0.2472 | |||
| Variance | 0.0611 |
Mfs Global Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Global 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 Global security.
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