Mfs Diversified Income Fund Manager Performance Evaluation
| DIFIX Fund | USD 12.64 0.01 0.08% |
The fund secures a Beta (Market Risk) of 0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Diversified Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mfs Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Mfs Diversified Relative Risk vs. Return Landscape
If you would invest 1,236 in Mfs Diversified Income on October 28, 2025 and sell it today you would earn a total of 28.00 from holding Mfs Diversified Income or generate 2.27% return on investment over 90 days. Mfs Diversified Income is currently producing 0.037% returns and takes up 0.244% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Diversified Current Valuation
Fairly Valued
Today
Please note that Mfs Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Diversified Income secures a last-minute Real Value of $12.59 per share. The latest price of the fund is $12.64. We determine the value of Mfs Diversified Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mfs Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Diversified's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.64 | Real 12.59 | Hype 12.64 | Naive 12.62 |
The intrinsic value of Mfs Diversified's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mfs Diversified's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mfs Diversified Income helps investors to forecast how Mfs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mfs Diversified more accurately as focusing exclusively on Mfs Diversified's fundamentals will not take into account other important factors: Mfs Diversified Target Price Odds to finish over Current Price
The tendency of Mfs Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.64 | 90 days | 12.64 | roughly 2.81 |
Based on a normal probability distribution, the odds of Mfs Diversified to move above the current price in 90 days from now is roughly 2.81 (This Mfs Diversified Income probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mfs Diversified has a beta of 0.2 suggesting as returns on the market go up, Mfs Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mfs Diversified Income will be expected to be much smaller as well. Additionally Mfs Diversified Income has an alpha of 0.0132, implying that it can generate a 0.0132 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Mfs Diversified Price Density |
| Price |
Predictive Modules for Mfs Diversified
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mfs Diversified Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Mfs Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Diversified is not an exception. The market had few large corrections towards the Mfs Diversified's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Mfs Diversified Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.20 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.17 |
Mfs Diversified Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Mfs Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Diversified Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 54.46% of its assets under management (AUM) in fixed income securities |
Mfs Diversified Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Diversified, and Mfs Diversified fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mfs Mutual Fund performance.
| Price To Earning | 18.01 X | |||
| Price To Book | 1.95 X | |||
| Price To Sales | 1.58 X | |||
| Total Asset | 3.57 B | |||
About Mfs Diversified Performance
Evaluating Mfs Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Diversified has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mfs Diversified has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the funds debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100 percent of these investments in below investment grade quality debt instruments.Things to note about Mfs Diversified Income performance evaluation
Checking the ongoing alerts about Mfs Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Diversified Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 54.46% of its assets under management (AUM) in fixed income securities |
- Analyzing Mfs Diversified's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mfs Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Diversified's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mfs Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Diversified's mutual fund. These opinions can provide insight into Mfs Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Diversified 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 Diversified security.
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