Mfs Lifetime 2015 Fund Bond Positions Weight
Mfs Lifetime 2015 fundamentals help investors to digest information that contributes to Mfs Lifetime'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 Lifetime'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 Lifetime mutual fund.
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Mfs Lifetime 2015 Mutual Fund Bond Positions Weight Analysis
Mfs Lifetime's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Mfs Lifetime Bond Positions Weight | 57.71 % |
Most of Mfs Lifetime's fundamental indicators, such as Bond Positions Weight, 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 Lifetime 2015 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Mfs Lifetime 2015 has a Bond Positions Weight of 57%. This is much higher than that of the Category family and notably higher than that of the Family category. The bond positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Mfs Lifetime
The fund invests 23.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (57.71%) , cash (16.19%) and various exotic instruments.Asset allocation divides Mfs Lifetime'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
| Price To Earning | 19.32 X | |||
| Price To Book | 2.35 X | |||
| Price To Sales | 1.86 X | |||
| Annual Yield | 1.65 % | |||
| Year To Date Return | 2.33 % | |||
| One Year Return | 0.54 % | |||
| Three Year Return | 1.86 % | |||
| Net Asset | 52.42 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.14 | |||
| Holdings Turnover | 22.00 % | |||
| Cash Position Weight | 16.19 % | |||
| Equity Positions Weight | 23.88 % | |||
| Bond Positions Weight | 57.71 % |
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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 Correlation Analysis 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 unemployment. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Lifetime 2015 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 Lifetime's history and understand the potential risks before investing.
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