Mfs Municipal Income Fund Manager Performance Evaluation
| MIMIX Fund | USD 8.24 0.01 0.12% |
The fund secures a Beta (Market Risk) of 0.0122, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Municipal is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Municipal Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mfs Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of July 2025 | |
| Expense Ratio | 0.5100 |
Mfs |
Mfs Municipal Relative Risk vs. Return Landscape
If you would invest 812.00 in Mfs Municipal Income on November 16, 2025 and sell it today you would earn a total of 12.00 from holding Mfs Municipal Income or generate 1.48% return on investment over 90 days. Mfs Municipal Income is currently producing 0.0237% returns and takes up 0.1213% volatility of returns over 90 trading days. Put another way, 1% 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 Municipal Current Valuation
Overvalued
Today
Please note that Mfs Municipal's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Municipal Income secures a last-minute Real Value of $7.57 per share. The latest price of the fund is $8.24. We determine the value of Mfs Municipal 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 Municipal is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Municipal'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 8.24 | Real 7.57 | Hype 8.24 |
The intrinsic value of Mfs Municipal'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 Municipal'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 Municipal 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 Municipal more accurately as focusing exclusively on Mfs Municipal's fundamentals will not take into account other important factors: Mfs Municipal 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 |
| 8.24 | 90 days | 8.24 | near 1 |
Based on a normal probability distribution, the odds of Mfs Municipal to move above the current price in 90 days from now is near 1 (This Mfs Municipal Income probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Mfs Municipal Price Density |
| Price |
Predictive Modules for Mfs Municipal
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 Municipal 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.Mfs Municipal Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Municipal is not an exception. The market had few large corrections towards the Mfs Municipal'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 Municipal Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Municipal within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.4 |
Mfs Municipal 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 Municipal for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Municipal 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.| The fund maintains about 97.94% of its assets in bonds |
Mfs Municipal Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Municipal, and Mfs Municipal 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.
| Total Asset | 3.12 B | ||||
About Mfs Municipal Performance
Evaluating Mfs Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Municipal 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 Municipal 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.
MFS normally invests the funds assets primarily in municipal instruments. The fund invests normally at least 80 percent of its net assets in securities and other investments, the interest on which is exempt from U.S. federal income tax. It may invest 25 percent or more of its total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.Things to note about Mfs Municipal Income performance evaluation
Checking the ongoing alerts about Mfs Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Municipal Income 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 97.94% of its assets in bonds |
- Analyzing Mfs Municipal'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 Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Municipal'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 Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Municipal's mutual fund. These opinions can provide insight into Mfs Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Municipal 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 Municipal security.
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