Mfs Equity Income Fund Manager Performance Evaluation
| EQNTX Fund | USD 23.32 0.06 0.26% |
The fund secures a Beta (Market Risk) of 1.2, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mfs Equity will likely underperform.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Equity Income are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mfs Equity showed solid returns over the last few months and may actually be approaching a breakup point.
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Mfs |
Mfs Equity Relative Risk vs. Return Landscape
If you would invest 1,911 in Mfs Equity Income on November 7, 2025 and sell it today you would earn a total of 421.00 from holding Mfs Equity Income or generate 22.03% return on investment over 90 days. Mfs Equity Income is currently producing 0.3456% returns and takes up 1.6931% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Mfs, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Equity Current Valuation
Overvalued
Today
Please note that Mfs Equity's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Equity Income secures a last-minute Real Value of $21.85 per share. The latest price of the fund is $23.32. We determine the value of Mfs Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Equity'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 23.32 | Real 21.85 | Hype 23.32 | Naive 23.82 |
The intrinsic value of Mfs Equity'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 Equity'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 Equity Income 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 Equity more accurately as focusing exclusively on Mfs Equity's fundamentals will not take into account other important factors: Mfs Equity 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 |
| 23.32 | 90 days | 23.32 | about 8.61 |
Based on a normal probability distribution, the odds of Mfs Equity to move above the current price in 90 days from now is about 8.61 (This Mfs Equity Income probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Mfs Equity Price Density |
| Price |
Predictive Modules for Mfs Equity
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 Equity Income. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mfs Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Mfs Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Equity is not an exception. The market had few large corrections towards the Mfs Equity'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 Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 1.67 | |
Ir | Information ratio | 0.15 |
Mfs Equity 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 Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Hedge Funds Are Back on Top After a Long Alpha Winter - The Wall Street Journal | |
| The fund retains 96.0% of its assets under management (AUM) in equities |
Mfs Equity Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Equity, and Mfs Equity 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 | 15.71 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.24 X | ||||
| Total Asset | 312.77 M | ||||
About Mfs Equity Performance
Evaluating Mfs Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Equity 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 Equity 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 its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. The fund may invest its assets in foreign securities.Things to note about Mfs Equity Income performance evaluation
Checking the ongoing alerts about Mfs Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Hedge Funds Are Back on Top After a Long Alpha Winter - The Wall Street Journal | |
| The fund retains 96.0% of its assets under management (AUM) in equities |
- Analyzing Mfs Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Equity's mutual fund. These opinions can provide insight into Mfs Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Equity 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 Equity security.
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