Mfs Total Financials
| MSFRX Fund | USD 21.07 0.06 0.28% |
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 Total Fund Summary
Mfs Total competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. It generally invests approximately 60 percent of its assets in equity securities and approximately 40 percent of its assets in debt instruments.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5529813009 |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
Mfs Total Key Financial Ratios
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Total's current stock value. Our valuation model uses many indicators to compare Mfs Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Total competition to find correlations between indicators driving Mfs Total's intrinsic value. More Info.Mfs Total Return 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 Total Return is roughly 7.23 . 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 Total's earnings, one of the primary drivers of an investment's value.Mfs Total Return Systematic Risk
Mfs Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Total 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Mfs Total Return correlated with the market. If Beta is less than 0 Mfs Total generally moves in the opposite direction as compared to the market. If Mfs Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Total is generally in the same direction as the market. If Beta > 1 Mfs Total moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Total December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Total Return 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 Total's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3727 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 1.94 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.6363 |
Other Information on Investing in Mfs Mutual Fund
Mfs Total 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 Total security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |