Mfs Prudent Investor Fund Buy Hold or Sell Recommendation

FPPVX Fund  USD 11.66  0.02  0.17%   
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Mfs Prudent Investor is 'Strong Buy'. Macroaxis provides Mfs Prudent buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FPPVX positions. The advice algorithm takes into account all of Mfs Prudent's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Mfs Prudent's buy or sell advice are summarized below:
Real Value
11.62
Hype Value
11.66
Market Value
11.66
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Mfs Prudent Investor given historical horizon and risk tolerance towards Mfs Prudent. When Macroaxis issues a 'buy' or 'sell' recommendation for Mfs Prudent Investor, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Mfs Prudent Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Mfs and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Mfs Prudent Investor. 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 real.

Execute Mfs Prudent Buy or Sell Advice

The Mfs recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Mfs Prudent Investor. Macroaxis does not own or have any residual interests in Mfs Prudent Investor or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Mfs Prudent's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Mfs PrudentBuy Mfs Prudent
Strong Buy

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Mfs Prudent Investor has a Risk Adjusted Performance of 0.0459, Jensen Alpha of (0.04), Total Risk Alpha of (0.06), Sortino Ratio of (0.23) and Treynor Ratio of 0.0462
Our investment recommendation tool can cross-verify current analyst consensus on Mfs Prudent Investor and to analyze the entity potential to grow in the current economic cycle. Please exercise Mfs Prudent Investor total asset and net asset to make buy, hold, or sell decision on Mfs Prudent Investor.

Mfs Prudent Trading Alerts and Improvement Suggestions

The fund retains about 25.14% of its assets under management (AUM) in cash

Mfs Prudent Returns Distribution Density

The distribution of Mfs Prudent's historical returns is an attempt to chart the uncertainty of Mfs Prudent's future price movements. The chart of the probability distribution of Mfs Prudent daily returns describes the distribution of returns around its average expected value. We use Mfs Prudent Investor price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Mfs Prudent returns is essential to provide solid investment advice for Mfs Prudent.
Mean Return
0.03
Value At Risk
-0.7
Potential Upside
0.53
Standard Deviation
0.36
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Mfs Prudent historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Mfs Prudent Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Mfs Prudent or MFS sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Mfs Prudent's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Mfs fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.04
β
Beta against NYSE Composite0.51
σ
Overall volatility
0.36
Ir
Information ratio -0.28

Mfs Prudent Volatility Alert

Mfs Prudent Investor exhibits very low volatility with skewness of -0.62 and kurtosis of 0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Mfs Prudent's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Mfs Prudent's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Mfs Prudent Fundamentals Vs Peers

Comparing Mfs Prudent's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Mfs Prudent's direct or indirect competition across all of the common fundamentals between Mfs Prudent and the related equities. This way, we can detect undervalued stocks with similar characteristics as Mfs Prudent or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Mfs Prudent's fundamental indicators could also be used in its relative valuation, which is a method of valuing Mfs Prudent by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Mfs Prudent to competition
FundamentalsMfs PrudentPeer Average
Annual Yield0.02 %0.29 %
Year To Date Return1.57 %0.39 %
One Year Return13.73 %4.15 %
Three Year Return1.70 %3.60 %
Five Year Return4.18 %3.24 %
Net Asset22.84 M4.11 B
Last Dividend Paid0.080.65
Cash Position Weight25.14 %10.61 %
Equity Positions Weight36.77 %63.90 %
Bond Positions Weight2.11 %11.24 %

Mfs Prudent Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Mfs . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Mfs Prudent Buy or Sell Advice

When is the right time to buy or sell Mfs Prudent Investor? Buying financial instruments such as Mfs Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Mfs Prudent 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?

Run Farming Thematic Idea Now

Farming
Farming Theme
Companies producing farming products and providing services for farmers. The Farming theme has 45 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 Farming Theme or any other thematic opportunities.
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Check out Mfs Prudent Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Mfs Prudent's price analysis, check to measure Mfs Prudent's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mfs Prudent is operating at the current time. Most of Mfs Prudent's value examination focuses on studying past and present price action to predict the probability of Mfs Prudent's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mfs Prudent's price. Additionally, you may evaluate how the addition of Mfs Prudent to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mfs Prudent's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Prudent is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Prudent's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.