Mfs E Equity Fund Quote
| MRGGX Fund | USD 45.83 0.17 0.37% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Mfs Core is trading at 45.83 as of the 29th of November 2024; that is 0.37% down since the beginning of the trading day. The fund's open price was 46.0. Mfs Core has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. It may invest the funds assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies , in the stocks of companies the adviser believes are undervalued compared to their perceived worth , or in a combination of growth and value companies.. More on Mfs E Equity
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs E Equity [MRGGX] is traded in USA and was established 29th of November 2024. Mfs Core is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 2.22 B in assets with no minimum investment requirementsMfs E Equity is currently producing year-to-date (YTD) return of 22.23% with the current yeild of 0.0%, while the total return for the last 3 years was 7.44%.
Check Mfs Core Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs E Equity Mutual Fund Constituents
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| MA | Mastercard | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| C | Citigroup | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services |
Mfs E Equity Risk Profiles
| Mean Deviation | 0.5547 | |||
| Semi Deviation | 0.6672 | |||
| Standard Deviation | 0.7683 | |||
| Variance | 0.5904 |
Mfs Core Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Core 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 Core security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |