Mfs Limited Maturity Fund Year To Date Return
| MQLKX Fund | USD 5.87 0.01 0.17% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Mfs Limited's long-term financial health and intrinsic value.
Mfs |
Mfs Limited Maturity Mutual Fund Year To Date Return Analysis
Mfs Limited's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Limited Year To Date Return | 3.39 % |
Most of Mfs Limited's fundamental indicators, such as Year To Date 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 Limited Maturity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Mfs Limited Maturity has a Year To Date Return of 3.3948%. This is much higher than that of the MFS family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Did you try this?
Run Price Transformation Now
Price TransformationUse Price Transformation models to analyze the depth of different equity instruments across global markets |
| All Next | Launch Module |
Fund Asset Allocation for Mfs Limited
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Mfs Limited'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 | 2.99 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 3.39 % | ||||
| One Year Return | 6.16 % | ||||
| Three Year Return | 4.84 % | ||||
| Five Year Return | 2.40 % | ||||
| Ten Year Return | 1.91 % | ||||
| Net Asset | 1.4 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.13 % | ||||
| Bond Positions Weight | 19.00 % |
About Mfs Limited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Limited Maturity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Limited Maturity 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mfs Mutual Fund
Mfs Limited financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Limited security.
| Stocks Directory Find actively traded stocks across global markets | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |