Mfs Moderate Allocation Fund Manager Performance Evaluation
| MAMJX Fund | USD 20.42 0.09 0.44% |
The fund secures a Beta (Market Risk) of -0.0278, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mfs Moderate are expected to decrease at a much lower rate. During the bear market, Mfs Moderate is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Moderate Allocation are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking indicators, Mfs Moderate may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 0.6500 |
Mfs |
Mfs Moderate Relative Risk vs. Return Landscape
If you would invest 1,869 in Mfs Moderate Allocation on April 13, 2025 and sell it today you would earn a total of 173.00 from holding Mfs Moderate Allocation or generate 9.26% return on investment over 90 days. Mfs Moderate Allocation is currently producing 0.144% returns and takes up 0.4646% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Mfs, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Moderate Current Valuation
Overvalued
Today
Please note that Mfs Moderate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Moderate Allocation secures a last-minute Real Value of $19.79 per share. The latest price of the fund is $20.42. We determine the value of Mfs Moderate Allocation 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.
Since Mfs Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Moderate's 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 20.42 | Real 19.79 | Hype 20.42 | Naive 20.39 |
The intrinsic value of Mfs Moderate's 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 Mfs Moderate's 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 Mfs Moderate Allocation helps investors to forecast how Mfs 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 Mfs Moderate more accurately as focusing exclusively on Mfs Moderate's fundamentals will not take into account other important factors: Mfs Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Moderate Allocation, and traders can use it to determine the average amount a Mfs Moderate's 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 = 0.3099
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MAMJX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Mfs Moderate is performing at about 24% 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 Mfs Moderate by adding it to a well-diversified portfolio.
Mfs Moderate Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Moderate, and Mfs Moderate 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 Mfs Mutual Fund performance.
| Price To Earning | 4.57 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.92 X | ||||
| Total Asset | 6.41 B | ||||
About Mfs Moderate Performance
Evaluating Mfs Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Moderate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mfs Moderate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. MFS Moderate is traded on NASDAQ Exchange in the United States.Things to note about Mfs Moderate Allocation performance evaluation
Checking the ongoing alerts about Mfs Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Moderate Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.13% of its assets in bonds |
- Analyzing Mfs Moderate's 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 Mfs Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Moderate's 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 Mfs Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Moderate's mutual fund. These opinions can provide insight into Mfs Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Moderate 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 Moderate security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |