Mfs Moderate Allocation Fund Manager Performance Evaluation
| MMAIX Fund | USD 20.71 0.14 0.67% |
The fund secures a Beta (Market Risk) of 0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Moderate 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 Moderate Allocation are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mfs Moderate may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 26th of September 2025 | |
| Expense Ratio | 0.6400 |
Mfs |
Mfs Moderate Relative Risk vs. Return Landscape
If you would invest 1,906 in Mfs Moderate Allocation on November 5, 2025 and sell it today you would earn a total of 165.00 from holding Mfs Moderate Allocation or generate 8.66% return on investment over 90 days. Mfs Moderate Allocation is currently producing 0.1415% returns and takes up 0.7948% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Mfs, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Moderate Current Valuation
Undervalued
Today
Please note that Mfs Moderate's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Mfs Moderate Allocation last-minute Real Value cannot be determined due to lack of data. The latest price of Mfs Moderate Allocation is $20.71. We determine the value of Mfs Moderate 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 Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Moderate'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 20.71 | Real 0.0 | Hype 0.0 | Naive 20.75 |
The intrinsic value of Mfs Moderate'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 Moderate'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 Moderate 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 Moderate more accurately as focusing exclusively on Mfs Moderate's fundamentals will not take into account other important factors: Mfs Moderate 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 |
| 20.71 | 90 days | 20.71 | about 9.2 |
Based on a normal probability distribution, the odds of Mfs Moderate to move above the current price in 90 days from now is about 9.2 (This Mfs Moderate Allocation probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Mfs Moderate Price Density |
| Price |
Predictive Modules for Mfs Moderate
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 Moderate Allocation. 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 Moderate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Moderate is not an exception. The market had few large corrections towards the Mfs Moderate'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 Moderate Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Moderate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | 0.06 |
Mfs Moderate 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 Moderate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Moderate Allocation 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 8.13% of its assets in bonds |
Mfs Moderate Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Moderate, and Mfs Moderate 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 | 4.66 X | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 1.92 X | |||
| Total Asset | 399.42 M | |||
About Mfs Moderate Performance
Evaluating Mfs Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Moderate 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 Moderate 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 equity fund allocations, the adviser seeks to diversify by geography , in terms of market capitalization , and by style .Things to note about Mfs Moderate Allocation performance evaluation
Checking the ongoing alerts about Mfs Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Moderate 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 8.13% of its assets in bonds |
- Analyzing Mfs Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Moderate's mutual fund. These opinions can provide insight into Mfs Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Moderate 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 Moderate security.
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