Mfs Emerging Last Dividend Paid vs. Year To Date Return

MEDFX Fund  USD 12.07  0.03  0.25%   
Considering the key profitability indicators obtained from Mfs Emerging's historical financial statements, Mfs Emerging Markets may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Mfs Emerging's ability to earn profits and add value for shareholders.
For Mfs Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Emerging Markets over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Mfs Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Emerging is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Emerging's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Mfs Emerging Markets Year To Date Return vs. Last Dividend Paid Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Mfs Emerging's current stock value. Our valuation model uses many indicators to compare Mfs Emerging value to that of its competitors to determine the firm's financial worth.
Mfs Emerging Markets is number one fund in last dividend paid among similar funds. It also is number one fund in year to date return among similar funds creating about  169.08  of Year To Date Return per Last Dividend Paid. 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 Emerging's earnings, one of the primary drivers of an investment's value.

Mfs Year To Date Return vs. Last Dividend Paid

Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.

Mfs Emerging

Last Dividend

 = 

Last Profit Distribution Amount

Total Shares

 = 
0.04
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Mfs Emerging

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.76 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Mfs Year To Date Return Comparison

Mfs Emerging is currently under evaluation in year to date return among similar funds.

Mfs Emerging Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Emerging's change in net profit over the period of time. It can combine multiple indicators of Mfs Emerging, 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 normally invests at least 80 percent of its net assets in debt instruments of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It may invest up to 100 percent of its assets in below investment grade quality debt instruments.

Mfs Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Mfs Emerging. 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 Emerging 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 Emerging's important profitability drivers and their relationship over time.

Use Mfs Emerging 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 Emerging 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 Emerging will appreciate offsetting losses from the drop in the long position's value.

Mfs Emerging Pair Trading

Mfs Emerging Markets Pair Trading Analysis

The ability to find closely correlated positions to Mfs Emerging 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 Emerging 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 Emerging - 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 Emerging Markets to buy it.
The correlation of Mfs Emerging 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 Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Emerging Markets 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 Emerging 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Mfs Emerging position

In addition to having Mfs Emerging 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 Natural Foods Thematic Idea Now

Natural Foods
Natural Foods Theme
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 43 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 Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund

To fully project Mfs Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Emerging Markets 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 Emerging's income statement, its balance sheet, and the statement of cash flows.
Potential Mfs Emerging investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Mfs Emerging investors may work on each financial statement separately, they are all related. The changes in Mfs Emerging's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Emerging's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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