Mfs North Financial Statements From 2010 to 2024
MBNCX Fund | USD 10.76 0.01 0.09% |
Check Mfs North financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs North's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mfs financial statements analysis is a perfect complement when working with Mfs North Valuation or Volatility modules.
Mfs |
Mfs North Carolina Mutual Fund Year To Date Return Analysis
Mfs North's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs North Year To Date Return | 1.00 % |
Most of Mfs North's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs North Carolina is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition |
Based on the company's disclosures, Mfs North Carolina has a Year To Date Return of 1.0014%. This is much higher than that of the MFS family and significantly higher than that of the Muni Single State Long category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs North Carolina Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs North's current stock value. Our valuation model uses many indicators to compare Mfs North value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs North competition to find correlations between indicators driving Mfs North's intrinsic value. More Info.Mfs North Carolina is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 263.53 of Year To Date Return per Annual Yield. 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 North's earnings, one of the primary drivers of an investment's value.About Mfs North Financial Statements
Mfs North investors use historical fundamental indicators, such as Mfs North's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Mfs North. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal market conditions, at least 80 percent of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of North Carolina. Interest from the funds investments may be subject to the federal alternative minimum tax. The adviser normally invests the funds assets primarily in municipal instruments.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mfs Mutual Fund
Mfs North 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 North security.
Stocks Directory Find actively traded stocks across global markets | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |