Mfs Series Trust Fund Quote
| MKVHX Fund | USD 14.22 0.08 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mfs Series is trading at 14.22 as of the 25th of November 2024; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 14.14. Mfs Series has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Mfs Series Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in issuers with large market capitalizations. It normally invests its assets primarily in foreign equity securities, including emerging market equity securities. The fund normally invests the funds assets across different industries, sectors, countries, and regions, but it may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region.. More on Mfs Series Trust
Moving together with Mfs Mutual Fund
| 0.82 | FPPJX | Mfs Prudent Investor | PairCorr |
| 0.83 | FPPQX | Mfs Prudent Investor | PairCorr |
| 0.86 | FPPRX | Mfs Prudent Investor | PairCorr |
| 0.84 | FPPSX | Mfs Prudent Investor | PairCorr |
| 0.82 | FPPUX | Mfs Prudent Investor | PairCorr |
| 0.82 | FPPVX | Mfs Prudent Investor | PairCorr |
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Series Trust [MKVHX] is traded in USA and was established 25th of November 2024. Mfs Series is listed under MFS category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of MFS family. Mfs Series Trust now has accumulated 6.26 B in assets with no minimum investment requirements with the current yeild of 0.03%.
Check Mfs Series 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 Series Trust 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.
Mfs Series Top Holders
| MBAGX | Mfs Aggressive Growth | Mutual Fund | Allocation--85%+ Equity | |
| MAAFX | Mfs Aggressive Growth | Mutual Fund | Allocation--85%+ Equity | |
| MDIFX | Mfs International Diversification | Mutual Fund | Foreign Large Blend | |
| MDIZX | Mfs International Diversification | Mutual Fund | Foreign Large Blend | |
| MAAHX | Mfs Aggressive Growth | Mutual Fund | Allocation--85%+ Equity | |
| MDIOX | Mfs International Diversification | Mutual Fund | Foreign Large Blend | |
| MDIDX | Mfs International Diversification | Mutual Fund | Foreign Large Blend | |
| MDIHX | Mfs International Diversification | Mutual Fund | Foreign Large Blend |
Mfs Series Trust Risk Profiles
| Mean Deviation | 0.6215 | |||
| Standard Deviation | 0.7686 | |||
| Variance | 0.5907 | |||
| Risk Adjusted Performance | (0.04) |
Mfs Series Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Series 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 Series security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |