Mfs Prudent Financials
| FPPRX Fund | USD 11.29 0.04 0.35% |
Mfs |
Please note that past performance is not an indicator of the future performance of Mfs Prudent, 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 Prudent Fund Summary
Mfs Prudent competes with Mfs Lifetime, Mfs Lifetime, Mfs Lifetime, and Mfs Lifetime. The funds investment adviser normally invests the funds assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments andor cash and cash equivalents. MFS allocates the funds assets across these asset classes based on its assessment of individual securities and the riskreturn potential of the asset classes. It invests the funds assets in U.S. and foreign securities, including emerging market securities. MFS may invest a significant percentage of the funds assets in a single issuer or a small number of issuers.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| 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 |
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Prudent's current stock value. Our valuation model uses many indicators to compare Mfs Prudent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Prudent competition to find correlations between indicators driving Mfs Prudent's intrinsic value. More Info.Mfs Prudent Investor is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 72.41 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Prudent by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Prudent'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 Prudent's earnings, one of the primary drivers of an investment's value.Mfs Prudent Investor Systematic Risk
Mfs Prudent's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mfs Prudent 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 fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Mfs Prudent Investor correlated with the market. If Beta is less than 0 Mfs Prudent generally moves in the opposite direction as compared to the market. If Mfs Prudent Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mfs Prudent Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mfs Prudent is generally in the same direction as the market. If Beta > 1 Mfs Prudent moves generally in the same direction as, but more than the movement of the benchmark.
Mfs Prudent April 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mfs Prudent help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mfs Prudent Investor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mfs Prudent Investor 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 Prudent's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.439 | |||
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 1.68 | |||
| Value At Risk | (0.61) | |||
| Potential Upside | 0.5254 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in 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 metropolitan statistical area. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.