Capital Square LLC Reduces Position in United Parcel Service, Inc.
| BRWVX Fund | USD 26.98 0.10 0.37% |
Slightly above 62% of Mfs Blended's investor base is looking to short. The analysis of overall sentiment of trading Mfs Blended Research mutual fund suggests that many investors are alarmed at this time. Mfs Blended's investing sentiment can be driven by a variety of factors including economic data, Mfs Blended's earnings reports, geopolitical events, and overall market trends.
Mfs |
Capital Square LLC lessened its stake in United Parcel Service, Inc. by 9.4 percent in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,142 shares of the transportation companys stock after selling 532 shares during the quarter. Capital Square LLCs
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Mfs Blended Fundamental Analysis
We analyze Mfs Blended's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Blended using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Blended 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.
Five Year Return
Five Year Return Comparative Analysis
Mfs Blended is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Mfs Blended Research Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Mfs Blended mutual fund to make a market-neutral strategy. Peer analysis of Mfs Blended could also be used in its relative valuation, which is a method of valuing Mfs Blended by comparing valuation metrics with similar companies.
Peers
Mfs Blended Related Equities
| NEAIX | Needham Aggressive | 0.25 | ||||
| TRBCX | T Rowe | 0.10 | ||||
| LMLRX | Qs Defensive | 0.30 | ||||
| PGRTX | Smallcap Growth | 0.53 | ||||
| PRNHX | T Rowe | 1.09 | ||||
| CIPMX | Champlain Mid | 1.21 | ||||
| CHASX | Chase Growth | 1.39 | ||||
| LGLSX | L Abbett | 2.37 |
Other Information on Investing in Mfs Mutual Fund
Mfs Blended 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 Blended security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |