Massachusetts Investors Trust Fund Manager Performance Evaluation
| MITIX Fund | USD 34.01 0.04 0.12% |
The fund secures a Beta (Market Risk) of -0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Massachusetts Investors are expected to decrease at a much lower rate. During the bear market, Massachusetts Investors is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Massachusetts Investors Trust are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Massachusetts Investors showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 0.4500 |
Massachusetts |
Massachusetts Investors Relative Risk vs. Return Landscape
If you would invest 2,927 in Massachusetts Investors Trust on October 27, 2025 and sell it today you would earn a total of 474.00 from holding Massachusetts Investors Trust or generate 16.19% return on investment over 90 days. Massachusetts Investors Trust is currently producing 0.2619% returns and takes up 2.0789% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Massachusetts, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Massachusetts Investors Current Valuation
Overvalued
Today
Please note that Massachusetts Investors' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Massachusetts Investors secures a last-minute Real Value of $33.26 per share. The latest price of the fund is $34.01. We determine the value of Massachusetts Investors 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 Massachusetts Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Massachusetts Mutual Fund. However, Massachusetts Investors' 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 34.01 | Real 33.26 | Hype 34.01 | Naive 33.4 |
The intrinsic value of Massachusetts Investors' 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 Massachusetts Investors' 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 Massachusetts Investors Trust helps investors to forecast how Massachusetts 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 Massachusetts Investors more accurately as focusing exclusively on Massachusetts Investors' fundamentals will not take into account other important factors: Massachusetts Investors Target Price Odds to finish over Current Price
The tendency of Massachusetts 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 |
| 34.01 | 90 days | 34.01 | about 10.06 |
Based on a normal probability distribution, the odds of Massachusetts Investors to move above the current price in 90 days from now is about 10.06 (This Massachusetts Investors Trust probability density function shows the probability of Massachusetts Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Massachusetts Investors Trust has a beta of -0.13. This indicates as returns on the benchmark increase, returns on holding Massachusetts Investors are expected to decrease at a much lower rate. During a bear market, however, Massachusetts Investors Trust is likely to outperform the market. Additionally Massachusetts Investors Trust has an alpha of 0.2606, implying that it can generate a 0.26 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Massachusetts Investors Price Density |
| Price |
Predictive Modules for Massachusetts Investors
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Massachusetts Investors. 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.Massachusetts Investors Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Massachusetts Investors is not an exception. The market had few large corrections towards the Massachusetts Investors' 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 Massachusetts Investors Trust, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Massachusetts Investors within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | -0.13 | |
σ | Overall volatility | 2.48 | |
Ir | Information ratio | 0.09 |
Massachusetts Investors 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 Massachusetts Investors for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Massachusetts Investors can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Massachusetts Investors Fundamentals Growth
Massachusetts Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Massachusetts Investors, and Massachusetts Investors 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 Massachusetts Mutual Fund performance.
| Price To Earning | 19.60 X | |||
| Price To Book | 2.79 X | |||
| Price To Sales | 2.34 X | |||
| Total Asset | 1.17 B | |||
About Massachusetts Investors Performance
Evaluating Massachusetts Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Massachusetts Investors 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 Massachusetts Investors 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 the funds assets primarily in equity securities. Massachusetts Investors is traded on NASDAQ Exchange in the United States.Things to note about Massachusetts Investors performance evaluation
Checking the ongoing alerts about Massachusetts Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Massachusetts Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Massachusetts Investors' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Massachusetts Investors' mutual fund performance include:- Analyzing Massachusetts Investors' 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 Massachusetts Investors' stock is overvalued or undervalued compared to its peers.
- Examining Massachusetts Investors' 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 Massachusetts Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Massachusetts Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Massachusetts Investors' mutual fund. These opinions can provide insight into Massachusetts Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Massachusetts Mutual Fund
Massachusetts Investors financial ratios help investors to determine whether Massachusetts 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 Massachusetts with respect to the benefits of owning Massachusetts Investors security.
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