Mfs Servative Allocation Fund Manager Performance Evaluation
| MACIX Fund | USD 17.67 0.02 0.11% |
The fund secures a Beta (Market Risk) of 0.26, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Conservative is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Servative Allocation are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mfs Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5800 |
Mfs |
Mfs Conservative Relative Risk vs. Return Landscape
If you would invest 1,744 in Mfs Servative Allocation on August 30, 2024 and sell it today you would earn a total of 23.00 from holding Mfs Servative Allocation or generate 1.32% return on investment over 90 days. Mfs Servative Allocation is currently producing 0.0212% returns and takes up 0.2829% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Conservative Current Valuation
Fairly Valued
Today
Please note that Mfs Conservative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Servative Allocation secures a last-minute Real Value of $17.62 per share. The latest price of the fund is $17.67. We determine the value of Mfs Servative Allocation 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 Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Conservative'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 17.67 | Real 17.62 | Hype 17.67 | Naive 17.66 |
The intrinsic value of Mfs Conservative'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 Conservative'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 Servative Allocation 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 Conservative more accurately as focusing exclusively on Mfs Conservative's fundamentals will not take into account other important factors: Mfs Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Servative Allocation, and traders can use it to determine the average amount a Mfs Conservative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0749
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MACIX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Mfs Conservative is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mfs Conservative by adding it to a well-diversified portfolio.
Mfs Conservative Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Conservative, and Mfs Conservative 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 | 6.58 X | |||
| Price To Book | 2.52 X | |||
| Price To Sales | 1.96 X | |||
| Total Asset | 3.97 B | |||
About Mfs Conservative Performance
Evaluating Mfs Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Conservative 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 Conservative 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 is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography , in terms of market capitalization , and by style .Things to note about Mfs Servative Allocation performance evaluation
Checking the ongoing alerts about Mfs Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Servative Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.26% of its assets in bonds |
- Analyzing Mfs Conservative'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 Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Conservative'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 Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Conservative's mutual fund. These opinions can provide insight into Mfs Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Conservative 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 Conservative security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |