Greatmark Investment Partners Inc. Boosts Stake in Duke Energy Corporation
| MMUJX Fund | USD 24.95 0.21 0.83% |
Slightly above 62% of Mfs Utilities' investor base is looking to short. The analysis of overall sentiment of trading Mfs Utilities Fund mutual fund suggests that many investors are alarmed at this time. Mfs Utilities' investing sentiment can be driven by a variety of factors including economic data, Mfs Utilities' earnings reports, geopolitical events, and overall market trends.
Mfs |
Greatmark Investment Partners Inc. lifted its holdings in Duke Energy Corporation by 4.6 percent during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,591 shares of the utilities providers stock after buying an additional 200 shares
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Mfs Utilities Fundamental Analysis
We analyze Mfs Utilities' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Utilities using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Utilities 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.
Ten Year Return
Ten Year Return Comparative Analysis
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Mfs Utilities Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Mfs Utilities mutual fund to make a market-neutral strategy. Peer analysis of Mfs Utilities could also be used in its relative valuation, which is a method of valuing Mfs Utilities by comparing valuation metrics with similar companies.
Peers
Mfs Utilities Related Equities
| LCFYX | Lord Abbett | 0.13 |
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| CCD | Calamos Dynamic | 0.19 |
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| VAADX | Virtus Convertible | 1.10 |
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| GCV | Gabelli Convertible | 1.52 |
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Other Information on Investing in Mfs Mutual Fund
Mfs Utilities 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 Utilities security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |