Mfs Research Fund Manager Performance Evaluation
| MRFIX Fund | USD 67.10 0.22 0.33% |
The fund secures a Beta (Market Risk) of 0.8, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Research's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Research is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Research Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mfs Research 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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| Expense Ratio | 0.5500 |
Mfs |
Mfs Research Relative Risk vs. Return Landscape
If you would invest 6,319 in Mfs Research Fund on August 26, 2024 and sell it today you would earn a total of 391.00 from holding Mfs Research Fund or generate 6.19% return on investment over 90 days. Mfs Research Fund is currently producing 0.095% returns and takes up 0.7223% volatility of returns over 90 trading days. Put another way, 6% 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 Research Current Valuation
Fairly Valued
Today
Please note that Mfs Research's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Research secures a last-minute Real Value of $66.4 per share. The latest price of the fund is $67.1. We determine the value of Mfs Research 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 Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Research'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 67.1 | Real 66.4 | Hype 67.08 | Naive 66.24 |
The intrinsic value of Mfs Research'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 Research'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 Research Fund 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 Research more accurately as focusing exclusively on Mfs Research's fundamentals will not take into account other important factors: Mfs Research Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Research's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Research Fund, and traders can use it to determine the average amount a Mfs Research'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 = 0.1315
| Best Portfolio | Best Equity | |||
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| Cash | MRFIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Mfs Research is performing at about 10% of its full potential. 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 Research by adding it to a well-diversified portfolio.
Mfs Research Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Research, and Mfs Research 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 | 21.23 X | ||||
| Price To Book | 2.78 X | ||||
| Price To Sales | 2.21 X | ||||
| Total Asset | 9.13 B | ||||
About Mfs Research Performance
Evaluating Mfs Research's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Research 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 Research 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 equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer.Things to note about Mfs Research performance evaluation
Checking the ongoing alerts about Mfs Research for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Research's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Research's mutual fund performance include:- Analyzing Mfs Research'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 Research's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Research'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 Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Research's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Research's mutual fund. These opinions can provide insight into Mfs Research's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Research 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 Research security.
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| Technical Analysis Check basic technical indicators and analysis based on most latest market data |