Mfs International Large Fund Year To Date Return
MKVEX Fund | USD 12.95 0.06 0.47% |
Mfs International Large fundamentals help investors to digest information that contributes to Mfs International's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs International mutual fund.
Mfs |
Mfs International Large Mutual Fund Year To Date Return Analysis
Mfs International's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Mfs International Large has a Year To Date Return of 0.0%. This indicator is about the same for the MFS average (which is currently at 0.0) family and about the same as Foreign Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Mfs Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs International's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs International could also be used in its relative valuation, which is a method of valuing Mfs International by comparing valuation metrics of similar companies.Mfs International is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Mfs International
The fund consists of 97.72% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Mfs International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mfs Fundamentals
Total Asset | 4.72 B | ||||
Annual Yield | 0.03 % | ||||
Net Asset | 6.26 B | ||||
Cash Position Weight | 2.28 % | ||||
Equity Positions Weight | 97.72 % |
About Mfs International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs International Large's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs International Large based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Mfs International 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 International security.
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