Mfs Global Bond Positions Weight vs. Equity Positions Weight
| DVRKX Fund | USD 13.26 0.03 0.23% |
For Mfs Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Global Alternative utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Global Alternative over time as well as its relative position and ranking within its peers.
Mfs |
Mfs Global Alternative Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Global's current stock value. Our valuation model uses many indicators to compare Mfs Global value to that of its competitors to determine the firm's financial worth. Mfs Global Alternative is one of the top funds in bond positions weight among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 3.89 of Equity Positions Weight per Bond Positions Weight. 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 Global's earnings, one of the primary drivers of an investment's value.Mfs Equity Positions Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Mfs Global |
| = | 10.13 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Mfs Global |
| = | 39.43 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Mfs Equity Positions Weight Comparison
Mfs Global is currently under evaluation in equity positions weight among similar funds.
Mfs Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Global will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Global's change in net profit over the period of time. It can combine multiple indicators of Mfs Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2 percent to 4, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long andor short exposure to foreign securities and foreign currencies. The fund generally invests approximately 20 percent of the funds assets in debt instruments and the remainder of the funds assets in equity securities and cash andor cash equivalents.
Mfs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mfs Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mfs Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mfs Global's important profitability drivers and their relationship over time.
Use Mfs Global in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Global will appreciate offsetting losses from the drop in the long position's value.Mfs Global Pair Trading
Mfs Global Alternative Pair Trading Analysis
The ability to find closely correlated positions to Mfs Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Global Alternative to buy it.
The correlation of Mfs Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Global Alternative moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Mfs Global position
In addition to having Mfs Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Munis Funds Thematic Idea Now
Munis Funds
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Munis Funds Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund
To fully project Mfs Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Global Alternative at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mfs Global's income statement, its balance sheet, and the statement of cash flows.
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