Mfs Value Fund Quote

MEIHX Fund  USD 54.83  0.35  0.64%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mfs Value is trading at 54.83 as of the 23rd of November 2024; that is 0.64% up since the beginning of the trading day. The fund's open price was 54.48. Mfs Value 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 Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth .. More on Mfs Value Fund

Moving against Mfs Mutual Fund

  0.38EMLCX Mfs Emerging MarketsPairCorr
  0.37EMLAX Mfs Emerging MarketsPairCorr

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Value Funds, Large Value, MFS (View all Sectors)
Update Date30th of September 2024
Mfs Value Fund [MEIHX] is traded in USA and was established 23rd of November 2024. Mfs Value is listed under MFS category by Fama And French industry classification. The fund is listed under Large Value category and is part of MFS family. This fund now has accumulated 48.43 B in assets with no minimum investment requirementsMfs Value Fund is currently producing year-to-date (YTD) return of 16.69% with the current yeild of 0.01%, while the total return for the last 3 years was 6.5%.
Check Mfs Value 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 Value Fund 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 Value Fund Mutual Fund Constituents

TRVThe Travelers CompaniesStockFinancials
AONAon PLCStockFinancials
TXNTexas Instruments IncorporatedStockInformation Technology
TMOThermo Fisher ScientificStockHealth Care
PGRProgressive CorpStockFinancials
PFEPfizer IncStockHealth Care
NOCNorthrop GrummanStockIndustrials
MMCMarsh McLennan CompaniesStockFinancials
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Mfs Value Fund Risk Profiles

Mfs Value Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Value 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 Value security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios