Mfs Managed Financials
| MNWTX Fund | USD 12.68 0.03 0.24% |
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 Managed Fund Summary
Mfs Managed competes with Wilmington Diversified, Wealthbuilder Conservative, Guggenheim Diversified, Federated Hermes, and Stone Ridge. 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.Specialization | Equity Market Neutral, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | MFS SERIES TRUST |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Equity Market Neutral |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Mfs Managed Key Financial Ratios
Mfs Financial Ratios 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.Mfs Managed Wealth Systematic Risk
Mfs Managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Managed 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 output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Mfs Managed Wealth correlated with the market. If Beta is less than 0 Mfs Managed generally moves in the opposite direction as compared to the market. If Mfs Managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Managed Wealth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Managed is generally in the same direction as the market. If Beta > 1 Mfs Managed moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Managed December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Managed Wealth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Managed Wealth 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 Managed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2232 | |||
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 0.8692 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.3177 |
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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