Mfs Lifetime 2065 Fund Fundamentals
| LFTMX Fund | USD 10.59 0.07 0.67% |
Mfs Lifetime 2065 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.
Mfs |
Mfs Lifetime 2065 Mutual Fund Net Asset Analysis
Mfs Lifetime's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Mfs Lifetime Net Asset | 13.65 M |
Most of Mfs Lifetime's fundamental indicators, such as Net Asset, 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 2065 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Mfs Lifetime 2065 has a Net Asset of 13.65 M. This is much higher than that of the MFS family and significantly higher than that of the Target-Date 2065+ category. The net asset for all United States funds is notably lower than that of the firm.
Mfs Lifetime 2065 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Lifetime's current stock value. Our valuation model uses many indicators to compare Mfs Lifetime value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Lifetime competition to find correlations between indicators driving Mfs Lifetime's intrinsic value. More Info.Mfs Lifetime 2065 is number one fund in annual yield among similar funds. It is rated fourth overall fund in net asset among similar funds making up about 974,663,857 of Net Asset per Annual Yield. 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 Lifetime's earnings, one of the primary drivers of an investment's value.Mfs Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Lifetime's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Lifetime could also be used in its relative valuation, which is a method of valuing Mfs Lifetime by comparing valuation metrics of similar companies.Mfs Lifetime is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Mfs Lifetime
The fund consists of 89.0% investments in stocks, with the rest of investments allocated between bondsand 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
| Total Asset | 1.64 M | ||||
| Annual Yield | 0.01 % | ||||
| Net Asset | 13.65 M | ||||
| Cash Position Weight | (2.96) % | ||||
| Equity Positions Weight | 89.00 % | ||||
| Bond Positions Weight | 1.12 % |
About Mfs Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Lifetime 2065's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Lifetime using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Lifetime 2065 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.MFS invests substantially all of the funds assets in other MFS mutual funds. MFS normally invests the underlying funds assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds assets in issuers in a single industry, sector, country, or region.
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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.Other Information on Investing in Mfs Mutual Fund
Mfs Lifetime 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 Lifetime security.
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