Mfs Diversified Financials
| DIFGX Fund | USD 12.10 0.14 1.14% |
Mfs |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Mfs Diversified Fund Summary
Mfs Diversified competes with Goldman Sachs, Goldman Sachs, Franklin Income, Lord Abbett, and James Balanced. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the funds debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100 percent of these investments in below investment grade quality debt instruments.Specialization | Allocation--30% to 50% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Mfs Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Mfs Diversified Key Financial Ratios
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Diversified's current stock value. Our valuation model uses many indicators to compare Mfs Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Diversified competition to find correlations between indicators driving Mfs Diversified's intrinsic value. More Info.Mfs Diversified Income is one of the top funds in price to earning among similar funds. It is rated # 5 fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Diversified Income is roughly 9.26 . 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 Diversified's earnings, one of the primary drivers of an investment's value.Mfs Diversified Income Systematic Risk
Mfs Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Diversified volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Mfs Diversified Income correlated with the market. If Beta is less than 0 Mfs Diversified generally moves in the opposite direction as compared to the market. If Mfs Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Diversified Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Diversified is generally in the same direction as the market. If Beta > 1 Mfs Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Diversified December 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Diversified Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Diversified Income based on widely used predictive technical indicators. In general, we focus on analyzing Mfs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mfs Diversified's daily price indicators and compare them against related drivers.
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 1.29 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.3252 |
Other Information on Investing in Mfs Mutual Fund
Mfs Diversified 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 Diversified security.
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