Mfs Managed Financial Statements From 2010 to 2024

MNWTX Fund  USD 12.66  0.02  0.16%   
Mfs Managed financial statements provide useful quarterly and yearly information to potential Mfs Managed Wealth investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Mfs Managed financial statements helps investors assess Mfs Managed's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mfs Managed's valuation are summarized below:
Mfs Managed Wealth does not presently have any fundamental ratios for analysis.
Check Mfs Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs Managed'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 Managed Valuation or Volatility modules.
  
This module can also supplement various Mfs Managed Technical models . Check out the analysis of Mfs Managed Correlation against competitors.

Mfs Managed Wealth Mutual Fund Price To Book Analysis

Mfs Managed's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

P/B

 = 

MV Per Share

BV Per Share

More About Price To Book | All Equity Analysis

Current Mfs Managed Price To Book

    
  2.61 X  
Most of Mfs Managed's fundamental indicators, such as Price To Book, 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 Managed Wealth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition

Based on the latest financial disclosure, Mfs Managed Wealth has a Price To Book of 2.61 times. This is much higher than that of the MFS family and significantly higher than that of the Equity Market Neutral category. The price to book for all United States funds is notably lower than that of the firm.

Mfs Managed Wealth Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mfs Managed's current stock value. Our valuation model uses many indicators to compare Mfs Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Managed competition to find correlations between indicators driving Mfs Managed's intrinsic value. More Info.
Mfs Managed Wealth is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about  0.14  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Managed Wealth is roughly  7.33 . 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 Managed's earnings, one of the primary drivers of an investment's value.

About Mfs Managed Financial Statements

Mfs Managed investors use historical fundamental indicators, such as Mfs Managed'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 Managed. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve the funds objective by generating returns from a strategic allocation to three MFS equity funds, referred to as underlying funds, and a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the funds returns by reducing the funds exposure to the equity andor currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes andor markets in which the underlying funds have little or no exposure.

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Other Information on Investing in Mfs Mutual Fund

Mfs Managed 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 Managed security.
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