Mfs Porate Bond Positions Weight vs. Year To Date Return
| MBRRX Fund | USD 12.52 0.02 0.16% |
For Mfs Porate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Porate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Porate Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Porate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Porate Bond over time as well as its relative position and ranking within its peers.
Mfs |
Mfs Porate Bond Year To Date Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Porate's current stock value. Our valuation model uses many indicators to compare Mfs Porate value to that of its competitors to determine the firm's financial worth. Mfs Porate Bond is regarded second largest fund in bond positions weight among similar funds. It is number one fund in year to date return among similar funds creating about 0.12 of Year To Date Return per Bond Positions Weight. The ratio of Bond Positions Weight to Year To Date Return for Mfs Porate Bond is roughly 8.04 . 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 Porate's earnings, one of the primary drivers of an investment's value.Mfs Year To Date Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Mfs Porate |
| = | 22.79 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
Mfs Porate |
| = | 2.83 % |
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.
Mfs Year To Date Return Comparison
Mfs Porate is currently under evaluation in year to date return among similar funds.
Mfs Porate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Porate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Porate will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Porate's change in net profit over the period of time. It can combine multiple indicators of Mfs Porate, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The adviser normally invests at least 80 percent of the funds net assets in corporate debt instruments. It may also invest the funds assets in U.S. government securities. MFS invests the majority of the funds assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
Mfs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mfs Porate. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mfs Porate position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mfs Porate's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Mfs Porate without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Mfs Porate position
In addition to having Mfs Porate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Cars
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cars Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund
To fully project Mfs Porate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Porate Bond at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mfs Porate's income statement, its balance sheet, and the statement of cash flows.
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