Mfs Value Fund Quote
| MEIKX Fund | USD 55.47 0.37 0.67% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Mfs Value is trading at 55.47 as of the 26th of November 2024; that is 0.67% up since the beginning of the trading day. The fund's open price was 55.1. 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 28th of August 2024 and ending today, the 26th 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
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Value, MFS, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Value Fund [MEIKX] is traded in USA and was established 26th 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 18.3% with the current yeild of 0.02%, while the total return for the last 3 years was 7.34%.
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
| TRV | The Travelers Companies | Stock | Financials | |
| AON | Aon PLC | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PGR | Progressive Corp | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NOC | Northrop Grumman | Stock | Industrials | |
| MMC | Marsh McLennan Companies | Stock | Financials |
Mfs Value Top Holders
| MACNX | Mfs Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| MNWCX | Mfs Managed Wealth | Mutual Fund | Equity Market Neutral | |
| MLTHX | Mfs Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| MLFJX | Mfs Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| MFFPX | Mfs Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| LTTSX | Mfs Lifetime 2025 | Mutual Fund | Target-Date 2025 | |
| MAGMX | Mfs Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| LTMSX | Mfs Lifetime 2045 | Mutual Fund | Target-Date 2045 |
Mfs Value Fund Risk Profiles
| Mean Deviation | 0.5062 | |||
| Semi Deviation | 0.4497 | |||
| Standard Deviation | 0.6464 | |||
| Variance | 0.4179 |
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.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| 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 | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |