Mfs Total Return Fund Fundamentals
Mfs Total Return fundamentals help investors to digest information that contributes to Mfs Total's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs Total's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs Total mutual fund.
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Mfs Total Return Mutual Fund Ten Year Return Analysis
Mfs Total's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Total Ten Year Return | 3.20 % |
Most of Mfs Total's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Total Return is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Mfs Total Return has a Ten Year Return of 3.2%. This is much higher than that of the MFS family and significantly higher than that of the Intermediate Core-Plus Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Mfs Total Return Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Total's current stock value. Our valuation model uses many indicators to compare Mfs Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Total competition to find correlations between indicators driving Mfs Total's intrinsic value. More Info.Mfs Total Return is one of the top funds in one year return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.51 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Mfs Total Return is roughly 1.96 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Total's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Mfs Total
The fund consists of 80.49% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Mfs Total's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mfs Fundamentals
| Total Asset | 8.61 B | |||
| One Year Return | 6.73 % | |||
| Three Year Return | 3.43 % | |||
| Five Year Return | 2.58 % | |||
| Ten Year Return | 3.20 % | |||
| Net Asset | 8.61 B | |||
| Minimum Initial Investment | 250 | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 15.18 % | |||
| Bond Positions Weight | 80.49 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Total Return check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mfs Total's history and understand the potential risks before investing.
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