Mfs Institutional International Fund Manager Performance Evaluation
| MIEIX Fund | USD 35.09 0.34 0.98% |
The fund secures a Beta (Market Risk) of 0.44, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Institutional's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Institutional is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Mfs Institutional International has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Mfs Institutional is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6900 |
Mfs |
Mfs Institutional Relative Risk vs. Return Landscape
If you would invest 3,621 in Mfs Institutional International on September 1, 2024 and sell it today you would lose (112.00) from holding Mfs Institutional International or give up 3.09% of portfolio value over 90 days. Mfs Institutional International is currently producing negative expected returns and takes up 0.8008% volatility of returns over 90 trading days. Put another way, 7% 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 Institutional Current Valuation
Overvalued
Today
Please note that Mfs Institutional's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Institutional secures a last-minute Real Value of $34.09 per share. The latest price of the fund is $35.09. We determine the value of Mfs Institutional 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 Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Institutional'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 35.09 | Real 34.09 | Hype 35.09 | Naive 35.09 |
The intrinsic value of Mfs Institutional'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 Institutional'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 Institutional International 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 Institutional more accurately as focusing exclusively on Mfs Institutional's fundamentals will not take into account other important factors: Mfs Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Institutional International, and traders can use it to determine the average amount a Mfs Institutional'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 = -0.0583
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MIEIX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Institutional 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 Institutional by adding Mfs Institutional to a well-diversified portfolio.
Mfs Institutional Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Institutional, and Mfs Institutional 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 | 18.57 X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 1.69 X | ||||
| Total Asset | 12.86 B | ||||
About Mfs Institutional Performance
Evaluating Mfs Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Institutional 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 Institutional 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 at least 80 percent of the funds net assets in equity securities. It normally invests the funds assets primarily in foreign securities, including emerging market 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.Things to note about Mfs Institutional performance evaluation
Checking the ongoing alerts about Mfs Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Institutional help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Institutional generated a negative expected return over the last 90 days | |
| The fund maintains 99.05% of its assets in stocks |
- Analyzing Mfs Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Institutional's mutual fund. These opinions can provide insight into Mfs Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Institutional 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 Institutional security.
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