Mfs Prudent Investor Fund Quote
| FPPSX Fund | USD 12.04 0.11 0.92% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Mfs Prudent is trading at 12.04 as of the 30th of January 2025; that is 0.92% up since the beginning of the trading day. The fund's open price was 11.93. Mfs Prudent has less than a 18 % 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. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
The funds investment adviser normally invests the funds assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments andor cash and cash equivalents. MFS allocates the funds assets across these asset classes based on its assessment of individual securities and the riskreturn potential of the asset classes. More on Mfs Prudent Investor
Moving together with Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MFS, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
Mfs Prudent Investor [FPPSX] is traded in USA and was established 30th of January 2025. Mfs Prudent is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. This fund currently has accumulated 22.84 M in assets under management (AUM) with no minimum investment requirementsMfs Prudent Investor is currently producing year-to-date (YTD) return of 2.5% with the current yeild of 0.03%, while the total return for the last 3 years was 2.58%.
Check Mfs Prudent 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 Prudent Investor 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 Prudent Investor Mutual Fund Constituents
| ACN | Accenture plc | Stock | Information Technology | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| CHKP | Check Point Software | Stock | Information Technology | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Mfs Prudent Investor Risk Profiles
| Mean Deviation | 0.2961 | |||
| Semi Deviation | 0.3647 | |||
| Standard Deviation | 0.3706 | |||
| Variance | 0.1374 |
Mfs Prudent Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Prudent 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 Prudent security.
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