Mfs New Discovery Fund Manager Performance Evaluation
| MNDIX Fund | USD 35.77 0.39 1.08% |
The fund secures a Beta (Market Risk) of -0.0052, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mfs New are expected to decrease at a much lower rate. During the bear market, Mfs New is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs New Discovery are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mfs New may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Now Is the Time to Buy Alternative Funds - Barrons | 02/19/2026 |
| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 0.9600 |
Mfs |
Mfs New Relative Risk vs. Return Landscape
If you would invest 3,410 in Mfs New Discovery on November 29, 2025 and sell it today you would earn a total of 206.00 from holding Mfs New Discovery or generate 6.04% return on investment over 90 days. Mfs New Discovery is currently producing 0.1022% returns and takes up 1.1031% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mfs, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs New Current Valuation
Fairly Valued
Today
Please note that Mfs New's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs New Discovery secures a last-minute Real Value of $36.76 per share. The latest price of the fund is $35.77. We determine the value of Mfs New Discovery 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 New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs New'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 35.77 | Real 36.76 | Hype 36.16 | Naive 37.15 |
The intrinsic value of Mfs New'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 New'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 New Discovery 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 New more accurately as focusing exclusively on Mfs New's fundamentals will not take into account other important factors: Mfs New 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 |
| 35.77 | 90 days | 35.77 | about 36.3 |
Based on a normal probability distribution, the odds of Mfs New to move above the current price in 90 days from now is about 36.3 (This Mfs New Discovery probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Mfs New Price Density |
| Price |
Predictive Modules for Mfs New
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 New Discovery. 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 New Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs New is not an exception. The market had few large corrections towards the Mfs New'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 New Discovery, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs New within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | -0.0052 | |
σ | Overall volatility | 0.97 | |
Ir | Information ratio | 0.08 |
Mfs New 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 New for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs New Discovery can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Now Is the Time to Buy Alternative Funds - Barrons | |
| The fund generated five year return of 0.0% | |
| Mfs New Discovery maintains 97.14% of its assets in stocks |
Mfs New Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs New, and Mfs New 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 | 1.76 X | ||||
| Price To Book | 3.25 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 202.86 M | ||||
About Mfs New Performance
Evaluating Mfs New's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs New 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 New 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. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest in a company or other issuer. The advisor focuses on investing the funds assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies .Things to note about Mfs New Discovery performance evaluation
Checking the ongoing alerts about Mfs New for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs New Discovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Now Is the Time to Buy Alternative Funds - Barrons | |
| The fund generated five year return of 0.0% | |
| Mfs New Discovery maintains 97.14% of its assets in stocks |
- Analyzing Mfs New'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 New's stock is overvalued or undervalued compared to its peers.
- Examining Mfs New'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 New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs New's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs New's mutual fund. These opinions can provide insight into Mfs New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs New 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 New security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |