Mfs Total Return Fund Fundamentals
| MSFRX Fund | USD 21.08 0.04 0.19% |
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.
Mfs |
Mfs Total Return Mutual Fund Price To Book Analysis
Mfs Total's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Mfs Total Price To Book | 2.25 X |
Most of Mfs Total's fundamental indicators, such as Price To Book, 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.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Based on the latest financial disclosure, Mfs Total Return has a Price To Book of 2.25 times. This is much higher than that of the MFS family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to book 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 number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Total Return is roughly 7.23 . 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 invests 56.85% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.22%) 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
| Price To Earning | 16.26 X | |||
| Price To Book | 2.25 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 4.86 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 11.81 % | |||
| One Year Return | 18.35 % | |||
| Three Year Return | 4.04 % | |||
| Five Year Return | 7.36 % | |||
| Ten Year Return | 7.76 % | |||
| Net Asset | 7.74 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | (2.15) % | |||
| Equity Positions Weight | 56.85 % | |||
| Bond Positions Weight | 4.22 % |
About Mfs Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Total Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Total Return 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.The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. It generally invests approximately 60 percent of its assets in equity securities and approximately 40 percent of its assets in debt instruments.
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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 Total 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 Total security.
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