Mfs Prudent Investor Fund Manager Performance Evaluation
| FPPSX Fund | USD 11.87 0.05 0.42% |
The fund secures a Beta (Market Risk) of -0.0141, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mfs Prudent are expected to decrease at a much lower rate. During the bear market, Mfs Prudent is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Mfs Prudent Investor has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mfs Prudent is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4900 |
Mfs |
Mfs Prudent Relative Risk vs. Return Landscape
If you would invest 1,193 in Mfs Prudent Investor on August 26, 2024 and sell it today you would lose (6.00) from holding Mfs Prudent Investor or give up 0.5% of portfolio value over 90 days. Mfs Prudent Investor is currently producing negative expected returns and takes up 0.3719% volatility of returns over 90 trading days. Put another way, 3% 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 Prudent Current Valuation
Fairly Valued
Today
Please note that Mfs Prudent's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Prudent Investor secures a last-minute Real Value of $11.78 per share. The latest price of the fund is $11.87. We determine the value of Mfs Prudent Investor 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 Prudent is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Prudent'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 11.87 | Real 11.78 | Hype 11.87 | Naive 11.89 |
The intrinsic value of Mfs Prudent'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 Prudent'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 Prudent Investor 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 Prudent more accurately as focusing exclusively on Mfs Prudent's fundamentals will not take into account other important factors: Mfs Prudent Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Prudent's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Prudent Investor, and traders can use it to determine the average amount a Mfs Prudent's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.019
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPPSX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Prudent is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mfs Prudent by adding Mfs Prudent to a well-diversified portfolio.
Mfs Prudent Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Prudent, and Mfs Prudent 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.
| Total Asset | 40.86 M | ||||
About Mfs Prudent Performance
Evaluating Mfs Prudent's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Prudent 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 Prudent 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 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. It invests the funds assets in U.S. and foreign securities, including emerging market securities. MFS may invest a significant percentage of the funds assets in a single issuer or a small number of issuers.Things to note about Mfs Prudent Investor performance evaluation
Checking the ongoing alerts about Mfs Prudent for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Prudent Investor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Prudent Investor generated a negative expected return over the last 90 days | |
| The fund retains about 25.14% of its assets under management (AUM) in cash |
- Analyzing Mfs Prudent'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 Prudent's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Prudent'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 Prudent's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Prudent's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Prudent's mutual fund. These opinions can provide insight into Mfs Prudent's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |