Mfs Prudent Investor Fund Fundamentals
| FPPRX Fund | USD 11.23 0.02 0.18% |
Mfs Prudent Investor fundamentals help investors to digest information that contributes to Mfs Prudent's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs Prudent's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs Prudent mutual fund.
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Mfs Prudent Investor Mutual Fund One Year Return Analysis
Mfs Prudent's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Prudent One Year Return | 8.25 % |
Most of Mfs Prudent's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Prudent Investor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Mfs Prudent Investor has an One Year Return of 8.2536%. This is much higher than that of the MFS family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Mfs Prudent Investor Fundamental Drivers 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.Did you try this?
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Fund Asset Allocation for Mfs Prudent
The fund invests 36.77% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.11%) , cash (25.14%) and various exotic instruments.Asset allocation divides Mfs Prudent's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mfs Fundamentals
| Total Asset | 40.86 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.70 % | ||||
| One Year Return | 8.25 % | ||||
| Three Year Return | (0.55) % | ||||
| Five Year Return | 2.59 % | ||||
| Net Asset | 22.84 M | ||||
| Cash Position Weight | 25.14 % | ||||
| Equity Positions Weight | 36.77 % | ||||
| Bond Positions Weight | 2.11 % |
About Mfs Prudent Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Prudent Investor's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Prudent using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Prudent Investor based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Mfs Prudent in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Mfs Prudent's short interest history, or implied volatility extrapolated from Mfs Prudent options trading.
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