Mfs Mid Cap Fund Manager Performance Evaluation
| MVCKX Fund | USD 32.54 0.02 0.06% |
The fund secures a Beta (Market Risk) of 0.78, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Mid is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Mid Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Mfs Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...moreMfs |
Mfs Mid Relative Risk vs. Return Landscape
If you would invest 2,851 in Mfs Mid Cap on October 29, 2025 and sell it today you would earn a total of 403.00 from holding Mfs Mid Cap or generate 14.14% return on investment over 90 days. Mfs Mid Cap is currently producing 0.2276% returns and takes up 1.2101% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Mfs, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Mid Current Valuation
Undervalued
Today
Please note that Mfs Mid's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mfs Mid Cap secures a last-minute Real Value of $34.62 per share. The latest price of the fund is $32.54. 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 32.54 | Real 34.62 | Hype 32.54 | Naive 33.26 |
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 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 |
| 32.54 | 90 days | 32.54 | about 9.06 |
Based on a normal probability distribution, the odds of Mfs Mid to move above the current price in 90 days from now is about 9.06 (This Mfs Mid Cap probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mfs Mid has a beta of 0.78. This indicates as returns on the market go up, Mfs Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mfs Mid Cap will be expected to be much smaller as well. Additionally Mfs Mid Cap has an alpha of 0.1191, implying that it can generate a 0.12 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Mfs Mid Price Density |
| Price |
Predictive Modules for Mfs Mid
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 Mid Cap. 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 Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Mid is not an exception. The market had few large corrections towards the Mfs Mid'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 Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.78 | |
σ | Overall volatility | 1.72 | |
Ir | Information ratio | 0.09 |
Mfs Mid 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 Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |