Mfs Total Financials
| MSFHX Fund | USD 19.28 0.06 0.31% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs Total, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Mfs Total Fund Summary
Mfs Total competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. It generally invests approximately 60 percent of its assets in equity securities and approximately 40 percent of its assets in debt instruments.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5529814668 |
| Business Address | MFS Series Trust |
| Mutual Fund Family | MFS |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 225 2606 |
| Currency | USD - US Dollar |
You should never invest in Mfs Total Return without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Mfs Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Mfs Total's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Mfs Total Key Financial Ratios
Generally speaking, Mfs Total's financial ratios allow both analysts and investors to convert raw data from Mfs Total's financial statements into concise, actionable information that can be used to evaluate the performance of Mfs Total over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Mfs Total Return reports annually and quarterly.Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Total's current stock value. Our valuation model uses many indicators to compare Mfs Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Total competition to find correlations between indicators driving Mfs Total's intrinsic value. More Info.Mfs Total Return is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Total Return is roughly 7.84 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Total by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Total's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Total's earnings, one of the primary drivers of an investment's value.Mfs Total Return Systematic Risk
Mfs Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Total volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-five with a total number of output elements of thirty-six. The Beta measures systematic risk based on how returns on Mfs Total Return correlated with the market. If Beta is less than 0 Mfs Total generally moves in the opposite direction as compared to the market. If Mfs Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Total is generally in the same direction as the market. If Beta > 1 Mfs Total moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Total April 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Total Return based on widely used predictive technical indicators. In general, we focus on analyzing Mfs Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mfs Total's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5531 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.45 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.639 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Total Return. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Mfs Total Return information on this page should be used as a complementary analysis to other Mfs Total's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.