Massachusetts Investors Trust Fund Manager Performance Evaluation
| MITGX Fund | USD 32.83 0.47 1.41% |
The fund secures a Beta (Market Risk) of 0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Massachusetts Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Massachusetts Investors is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Massachusetts Investors Trust are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Massachusetts Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 1.4500 |
Massachusetts |
Massachusetts Investors Relative Risk vs. Return Landscape
If you would invest 2,714 in Massachusetts Investors Trust on January 29, 2024 and sell it today you would earn a total of 569.00 from holding Massachusetts Investors Trust or generate 20.97% return on investment over 90 days. Massachusetts Investors Trust is currently producing 0.0793% returns and takes up 0.7058% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Massachusetts, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Massachusetts Investors Current Valuation
Fairly Valued
Today
Please note that Massachusetts Investors' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Massachusetts Investors secures a last-minute Real Value of $32.26 per share. The latest price of the fund is $32.83. We determine the value of Massachusetts Investors from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Massachusetts Investors Trust is useful when determining the fair value of the Massachusetts mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Massachusetts Investors. Since Massachusetts Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Massachusetts Mutual Fund. However, Massachusetts Investors' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 32.83 | Real 32.26 | Hype 32.86 | Naive 32.33 |
The real value of Massachusetts Mutual Fund, also known as its intrinsic value, is the underlying worth of Massachusetts Investors Mutual Fund, which is reflected in its stock price. It is based on Massachusetts Investors' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Massachusetts Investors' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Massachusetts Investors' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Massachusetts Investors Trust helps investors to forecast how Massachusetts mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Massachusetts Investors more accurately as focusing exclusively on Massachusetts Investors' fundamentals will not take into account other important factors: Massachusetts Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Massachusetts Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Massachusetts Investors Trust, and traders can use it to determine the average amount a Massachusetts Investors' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1123
| Best Portfolio | Best Equity | |||
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| Cash | MITGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Massachusetts Investors is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Massachusetts Investors by adding it to a well-diversified portfolio.
Massachusetts Investors Fundamentals Growth
Massachusetts Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Massachusetts Investors, and Massachusetts Investors fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Massachusetts Mutual Fund performance.
| Price To Earning | 17.24 X | ||||
| Price To Book | 2.42 X | ||||
| Price To Sales | 1.98 X | ||||
| Total Asset | 6.15 B | ||||
About Massachusetts Investors Performance
To evaluate Massachusetts Investors Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Massachusetts Investors generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Massachusetts Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Massachusetts Investors market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Massachusetts's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. While it may invest the funds assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the funds assets in foreign securities.Things to note about Massachusetts Investors performance evaluation
Checking the ongoing alerts about Massachusetts Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Massachusetts Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Massachusetts Investors' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Massachusetts Investors' mutual fund performance include:- Analyzing Massachusetts Investors' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Massachusetts Investors' stock is overvalued or undervalued compared to its peers.
- Examining Massachusetts Investors' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Massachusetts Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Massachusetts Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Massachusetts Investors' mutual fund. These opinions can provide insight into Massachusetts Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Massachusetts Investors Trust. 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 price. Note that the Massachusetts Investors information on this page should be used as a complementary analysis to other Massachusetts Investors' 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.