Mfs Series Financial Statements From 2010 to 2024
| MFSIX Fund | USD 11.75 0.04 0.34% |
Check Mfs Series financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs Series' 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 Series Valuation or Volatility modules.
Mfs |
Mfs Series Trust Mutual Fund Year To Date Return Analysis
Mfs Series' 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 Series Year To Date Return | 1.87 % |
Most of Mfs Series' 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 Series Trust 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 Series Trust has a Year To Date Return of 1.87%. This is much higher than that of the Madison Funds family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs Series Trust Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Series's current stock value. Our valuation model uses many indicators to compare Mfs Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Series competition to find correlations between indicators driving Mfs Series's intrinsic value. More Info.Mfs Series Trust 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 220.00 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 Series' earnings, one of the primary drivers of an investment's value.About Mfs Series Financial Statements
Mfs Series investors use historical fundamental indicators, such as Mfs Series' 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 Series. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest primarily in common stocks of high-quality, large cap companies that the funds investment adviser, Madison Asset Management, LLC believes incorporate sustainability into their overall strategy. Under normal conditions, at least 80 percent of the funds net assets will be invested in stocks that meet Madisons fundamental and sustainability criteria. To the extent invested in common stocks, the fund generally invests in only 35-50 companies at any given time.
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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 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.
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