Mfs Mid Cap Fund Manager Performance Evaluation
| MVCKX Fund | USD 37.51 0.36 0.97% |
The fund secures a Beta (Market Risk) of 0.92, which conveys possible diversification benefits within a given portfolio. Mfs Mid returns are very sensitive to returns on the market. As the market goes up or down, Mfs Mid is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Mid Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Mfs Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | 5 Mid-Cap Value Mutual Funds for Long-Term Gains - Yahoo Finance | 10/04/2024 |
2 | 3 Mid-Cap Value Mutual Funds to Add to Your Portfolio - Zacks Investment Research | 10/25/2024 |
| Expense Ratio | 0.6200 |
Mfs |
Mfs Mid Relative Risk vs. Return Landscape
If you would invest 3,519 in Mfs Mid Cap on August 25, 2024 and sell it today you would earn a total of 232.00 from holding Mfs Mid Cap or generate 6.59% return on investment over 90 days. Mfs Mid Cap is currently producing 0.1011% returns and takes up 0.7591% volatility of returns over 90 trading days. Put another way, 6% 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 Mid Current Valuation
Fairly Valued
Today
Please note that Mfs Mid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Mid Cap secures a last-minute Real Value of $37.09 per share. The latest price of the fund is $37.51. We determine the value of Mfs Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Mid'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 37.51 | Real 37.09 | Hype 37.48 | Naive 37.13 |
The intrinsic value of Mfs Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Mfs Mid's fundamentals will not take into account other important factors: Mfs Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Mid Cap, and traders can use it to determine the average amount a Mfs Mid'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 = 0.1332
| Best Portfolio | Best Equity | |||
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| Cash | MVCKX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 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 Mid 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 Mid by adding it to a well-diversified portfolio.
Mfs Mid Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Mid, and Mfs Mid 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 | 2.56 X | ||||
| Price To Book | 1.91 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 15.23 B | ||||
About Mfs Mid Performance
Evaluating Mfs Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Mid 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 Mid 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 issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Value Index over the last 13 months at the time of purchase. It normally invests the funds assets primarily in equity securities.Things to note about Mfs Mid Cap performance evaluation
Checking the ongoing alerts about Mfs Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Mid's mutual fund performance include:- Analyzing Mfs Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Mid's mutual fund. These opinions can provide insight into Mfs Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Mid 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 Mid security.
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