Mfs Servative Allocation Fund Buy Hold or Sell Recommendation

MACVX Fund  USD 16.49  0.07  0.43%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Mfs Servative Allocation is 'Not Rated'. Macroaxis provides Mfs Servative buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MACVX positions. The advice algorithm takes into account all of Mfs Servative's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Mfs Servative's buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
16.49
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Mfs Servative Allocation given historical horizon and risk tolerance towards Mfs Servative. When Macroaxis issues a 'buy' or 'sell' recommendation for Mfs Servative Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Mfs Servative Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Mfs and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Mfs Servative Allocation. 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 real.

Execute Mfs Servative Buy or Sell Advice

The Mfs recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Mfs Servative Allocation. Macroaxis does not own or have any residual interests in Mfs Servative Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Mfs Servative's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Mfs ServativeBuy Mfs Servative
Strong Sell

Market Performance

GoodDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Mfs Servative Allocation has a Mean Deviation of 0.2583, Semi Deviation of 0.2078, Standard Deviation of 0.3273, Variance of 0.1071, Downside Variance of 0.1172 and Semi Variance of 0.0432
Our investment recommendation tool can cross-verify current analyst consensus on Mfs Servative Allocation and to analyze the entity potential to grow in the current economic cycle. Use Mfs Servative Allocation three year return and equity positions weight to ensure your buy or sell decision on Mfs Servative Allocation is adequate.

Mfs Servative Trading Alerts and Improvement Suggestions

The fund maintains about 10.26% of its assets in bonds

Mfs Servative Returns Distribution Density

The distribution of Mfs Servative's historical returns is an attempt to chart the uncertainty of Mfs Servative's future price movements. The chart of the probability distribution of Mfs Servative daily returns describes the distribution of returns around its average expected value. We use Mfs Servative Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Mfs Servative returns is essential to provide solid investment advice for Mfs Servative.
Mean Return
0.05
Value At Risk
-0.5
Potential Upside
0.56
Standard Deviation
0.33
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Mfs Servative historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Mfs Servative Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Mfs Servative or MFS sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Mfs Servative's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Mfs fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite0.50
σ
Overall volatility
0.33
Ir
Information ratio -0.25

Mfs Servative Volatility Alert

Mfs Servative Allocation exhibits very low volatility with skewness of -0.5 and kurtosis of 0.59. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Mfs Servative's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Mfs Servative's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Mfs Servative Fundamentals Vs Peers

Comparing Mfs Servative's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Mfs Servative's direct or indirect competition across all of the common fundamentals between Mfs Servative and the related equities. This way, we can detect undervalued stocks with similar characteristics as Mfs Servative or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Mfs Servative's fundamental indicators could also be used in its relative valuation, which is a method of valuing Mfs Servative by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Mfs Servative to competition
FundamentalsMfs ServativePeer Average
Price To Earning6.44 X6.53 X
Price To Book2.52 X0.74 X
Price To Sales1.96 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return2.50 %0.39 %
One Year Return10.09 %4.15 %
Three Year Return0.95 %3.60 %
Five Year Return4.39 %3.24 %
Ten Year Return5.47 %1.79 %
Net Asset3.86 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight3.54 %10.61 %
Equity Positions Weight35.80 %63.90 %
Bond Positions Weight10.26 %11.24 %

Mfs Servative Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Mfs . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Mfs Servative Buy or Sell Advice

When is the right time to buy or sell Mfs Servative Allocation? Buying financial instruments such as Mfs Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Mfs Servative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 56 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Obamacare Repeal Theme or any other thematic opportunities.
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Check out Mfs Servative Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Mfs Mutual Fund analysis

When running Mfs Servative's price analysis, check to measure Mfs Servative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mfs Servative is operating at the current time. Most of Mfs Servative's value examination focuses on studying past and present price action to predict the probability of Mfs Servative's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mfs Servative's price. Additionally, you may evaluate how the addition of Mfs Servative to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mfs Servative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Servative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Servative's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.