Mfs Series Trust Fund Manager Performance Evaluation
| MAMPX Fund | USD 20.74 0.12 0.58% |
The fund secures a Beta (Market Risk) of 0.42, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Series is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Mfs Series Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mfs Series is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Mfs Series Relative Risk vs. Return Landscape
If you would invest 2,112 in Mfs Series Trust on September 24, 2024 and sell it today you would lose (38.00) from holding Mfs Series Trust or give up 1.8% of portfolio value over 90 days. Mfs Series Trust is currently producing negative expected returns and takes up 0.4124% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Series Current Valuation
Fairly Valued
Today
Please note that Mfs Series' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Mfs Series Trust secures a last-minute Real Value of $20.81 per share. The latest price of the fund is $20.74. Our model forecasts the value of Mfs Series Trust from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mfs Series is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Series' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.74 | Real 20.81 | Hype 20.74 |
The intrinsic value of Mfs Series' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mfs Series' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mfs Series Trust helps investors to forecast how Mfs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mfs Series more accurately as focusing exclusively on Mfs Series' fundamentals will not take into account other important factors: Mfs Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Series' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Series Trust, and traders can use it to determine the average amount a Mfs Series' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0667
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| Negative Returns | MAMPX |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Series is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mfs Series by adding Mfs Series to a well-diversified portfolio.
Mfs Series Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Series, and Mfs Series fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mfs Mutual Fund performance.
About Mfs Series Performance
Evaluating Mfs Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Series has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mfs Series has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography , in terms of market capitalization , and by style .Things to note about Mfs Series Trust performance evaluation
Checking the ongoing alerts about Mfs Series for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Series Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Series Trust generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Mfs Series' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mfs Series' stock is overvalued or undervalued compared to its peers.
- Examining Mfs Series' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mfs Series' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Series' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Series' mutual fund. These opinions can provide insight into Mfs Series' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Series 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 Series security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |