Massachusetts Investors Financials
| MITBX Fund | USD 34.05 0.32 0.93% |
Massachusetts |
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.
Massachusetts Investors Fund Summary
Massachusetts Investors competes with Gmo Treasury, Eic Value, Commodities Strategy, Shelton Funds, and Rbb Fund. The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. While it may invest the funds assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the funds assets in foreign securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5757362026 |
| Business Address | Massachusetts Investors Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Massachusetts Investors Key Financial Ratios
Massachusetts Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Massachusetts Investors's current stock value. Our valuation model uses many indicators to compare Massachusetts Investors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Massachusetts Investors competition to find correlations between indicators driving Massachusetts Investors's intrinsic value. More Info.Massachusetts Investors Trust 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Massachusetts Investors Trust is roughly 7.45 . 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 Massachusetts Investors' earnings, one of the primary drivers of an investment's value.Massachusetts Investors Systematic Risk
Massachusetts Investors' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Massachusetts Investors 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.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Massachusetts Investors correlated with the market. If Beta is less than 0 Massachusetts Investors generally moves in the opposite direction as compared to the market. If Massachusetts Investors Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Massachusetts Investors is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Massachusetts Investors is generally in the same direction as the market. If Beta > 1 Massachusetts Investors moves generally in the same direction as, but more than the movement of the benchmark.
Massachusetts Investors December 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Massachusetts Investors help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Massachusetts Investors Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Massachusetts Investors Trust based on widely used predictive technical indicators. In general, we focus on analyzing Massachusetts Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Massachusetts Investors's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 14.42 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 0.8531 |
Other Information on Investing in Massachusetts Mutual Fund
Massachusetts Investors financial ratios help investors to determine whether Massachusetts 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 Massachusetts with respect to the benefits of owning Massachusetts Investors security.
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