Mfs Series Competition

MAMPX Fund

USD 20.76 0.02 0.1%

Mfs Series Trust competes with Ab Small, Df Dent, Vy Columbia, Praxis Small, and Artisan Small; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. Analyzing Mfs Series competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mfs Series to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Series Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mfs Series competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
20.35	20.76	21.17

Details

Intrinsic

Valuation

Low	Real	High
20.41	20.82	21.23

Details

Mfs Series Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Series and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mfs and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mfs Series Trust does not affect the price movement of the other competitor.

	SCYVX	DFDSX	VYRDX	MMSCX	APDSX	NESGX	IJSIX
SCYVX		0.93	0.93	0.93	0.83	0.76	0.93	SCYVX
DFDSX	0.93		0.97	0.99	0.89	0.87	0.98	DFDSX
VYRDX	0.93	0.97		0.98	0.9	0.79	0.99	VYRDX
MMSCX	0.93	0.99	0.98		0.89	0.86	0.99	MMSCX
APDSX	0.83	0.89	0.9	0.89		0.73	0.91	APDSX
NESGX	0.76	0.87	0.79	0.86	0.73		0.85	NESGX
IJSIX	0.93	0.98	0.99	0.99	0.91	0.85		IJSIX
	SCYVX	DFDSX	VYRDX	MMSCX	APDSX	NESGX	IJSIX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Series Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mfs Series' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SCYVX	0.90	(0.06)	0.00	(0.27)	0.00	0.00	1.75	(1.46)	10.44
DFDSX	0.76	(0.03)	(0.02)	0.00	1.01	(0.80)	1.57	(1.32)	8.01
VYRDX	0.77	(0.02)	(0.01)	0.01	1.01	(0.86)	1.66	(1.42)	10.40
MMSCX	0.86	(0.04)	(0.02)	0.00	1.12	(0.92)	1.69	(1.54)	10.02
APDSX	0.99	(0.06)	0.00	(0.02)	0.00	0.00	1.96	(2.17)	8.50
NESGX	1.22	0.02	0.02	0.04	1.34	(1.40)	2.41	(2.29)	7.89
IJSIX	0.80	(0.04)	(0.03)	0.00	1.08	(0.85)	1.57	(1.54)	9.83

Unable to evaluate fundamental data of [SCYVX, DFDSX, VYRDX, MMSCX, APDSX, NESGX, IJSIX] at this time. Please try again later

All Fundamental Data

Mfs Series Competitive Analysis

The better you understand Mfs Series competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Series' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mfs Series' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MAMPX	SCYVX	DFDSX	VYRDX	MMSCX	APDSX	NESGX	IJSIX
	0.1 20.76 Mfs	0.55 14.74 SCYVX	0.28 24.81 DFDSX	0.06 16.95 VYRDX	0.09 10.85 Praxis	0.19 36.28 Artisan	0.87 18.57 Needham	0.79 16.56 IJSIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Weak	Very Weak	Very Weak	Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Hold	Strong Hold
Net Asset	6.57 B	332.3 M	93.82 M	203.95 M	155.31 M	1.78 B	172.08 M	836.48 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	2 K	N/A
Price To Book	N/A	N/A	3.09 X	N/A	2.81 X	N/A	1.54 X	2.05 X
Five Year Return	N/A	6.91 %	8.02 %	10.19 %	7.05 %	5.62 %	9.71 %	7.40 %
One Year Return	N/A	13.33 %	13.97 %	13.64 %	11.03 %	19.55 %	14.77 %	11.27 %
Last Dividend Paid	N/A	N/A	N/A	0.14	N/A	N/A	N/A	0.08
Price To Earning	N/A	N/A	29.30 X	N/A	25.49 X	N/A	23.26 X	5.65 X
Price To Sales	N/A	N/A	1.85 X	N/A	1.81 X	N/A	0.85 X	0.88 X
Cash Position Weight	N/A	1.08 %	0.95 %	2.74 %	0.76 %	0.82 %	1.65 %	1.95 %
Equity Positions Weight	N/A	98.92 %	99.05 %	97.26 %	98.31 %	99.18 %	98.35 %	98.05 %
Three Year Return	N/A	1.97 %	0.16 %	5.44 %	2.14 %	(2.22) %	(6.13) %	1.48 %
Annual Yield	0.02 %	0 %	N/A	0.02 %	0.01 %	N/A	N/A	0 %
Year To Date Return	N/A	10.95 %	12.17 %	11.37 %	8.71 %	16.58 %	13.37 %	11.56 %
Ten Year Return	N/A	N/A	N/A	7.37 %	6.38 %	16.71 %	12.12 %	10.63 %
Daily Balance Of Power	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Day Typical Price	20.76	14.74	24.81	16.95	10.85	36.28	18.57	16.56
Period Momentum Indicator	0.02	0.08	(0.07)	0.01	(0.01)	0.07	0.16	0.13
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.0	1.0	1.01	1.01
Day Median Price	20.76	14.74	24.81	16.95	10.85	36.28	18.57	16.56
Price Action Indicator	0.01	0.04	(0.04)	0.005	(0.01)	0.035	0.08	0.065
Coefficient Of Variation	(1,621)	(2,802)	10175.18	6177.76	24847.51	(8,114)	2479.28	34408.82
Mean Deviation	0.299	0.9041	0.7635	0.7665	0.8592	0.9894	1.22	0.7998
Jensen Alpha	(0.04)	(0.06)	(0.03)	(0.02)	(0.04)	(0.06)	0.0195	(0.04)
Total Risk Alpha	(0.05)	(0.1)	(0.03)	(0.03)	(0.04)	(0.07)	0.0068	(0.04)
Sortino Ratio	N/A	N/A	(0.02)	(0.01)	(0.02)	N/A	0.0198	(0.03)
Downside Variance	N/A	N/A	1.07	1.1	1.33	N/A	1.97	1.28
Standard Deviation	0.4091	1.38	1.06	1.23	1.27	1.4	1.51	1.21
Kurtosis	4.31	6.56	4.62	10.8	7.37	3.37	0.0436	8.21
Potential Upside	0.582	1.75	1.57	1.66	1.69	1.96	2.41	1.57
Treynor Ratio	(0.42)	(0.27)	4.0E-4	0.0072	(0)	(0.02)	0.0375	(0)
Maximum Drawdown	2.52	10.44	8.01	10.4	10.02	8.5	7.89	9.83
Variance	0.1674	1.9	1.13	1.52	1.62	1.95	2.29	1.47
Market Risk Adjusted Performance	(0.41)	(0.26)	0.0104	0.0172	0.0066	(0.01)	0.0475	0.0053
Risk Adjusted Performance	(0.06)	(0.02)	0.0103	0.0164	0.007	(0.01)	0.0367	0.0058
Skewness	(1.21)	0.681	0.3352	1.56	1.15	(1.17)	0.176	1.11
Semi Deviation	N/A	N/A	1.01	1.01	1.12	N/A	1.34	1.08
Information Ratio	(0.14)	(0.06)	(0.02)	(0.01)	(0.02)	(0.04)	0.0184	(0.02)
Value At Risk	(0.61)	(1.46)	(1.32)	(1.42)	(1.54)	(2.17)	(2.29)	(1.54)
Expected Short fall	N/A	N/A	(0.80)	(0.86)	(0.92)	N/A	(1.40)	(0.85)
Downside Deviation	N/A	N/A	1.03	1.05	1.15	N/A	1.4	1.13
Semi Variance	N/A	N/A	1.03	1.01	1.25	N/A	1.8	1.16

Mfs Series Competition Performance Charts

Five steps to successful analysis of Mfs Series Competition

Mfs Series' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mfs Series Trust in relation to its competition. Mfs Series' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mfs Series in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mfs Series' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Series Trust, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mfs Series position

In addition to having Mfs Series 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 Mid Cap ETFs Thematic Idea Now

Mid Cap ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Mid Cap ETFs theme has 70 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 Mid Cap ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Mfs Mutual Fund

Mfs Series 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 Series security.

	Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
	Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market.
	Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities
	Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC