Mfs Growth Allocation Fund Buy Hold or Sell Recommendation

MAGMX Fund  USD 23.29  0.15  0.65%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Mfs Growth Allocation is 'Strong Hold'. Macroaxis provides Mfs Growth buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MAGMX positions. The advice algorithm takes into account all of Mfs Growth's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Mfs Growth's buy or sell advice are summarized below:
Real Value
23.07
Hype Value
23.29
Market Value
23.29
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Mfs Growth Allocation given historical horizon and risk tolerance towards Mfs Growth. When Macroaxis issues a 'buy' or 'sell' recommendation for Mfs Growth Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Mfs Growth 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 Growth 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 population.

Execute Mfs Growth 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 Growth Allocation. Macroaxis does not own or have any residual interests in Mfs Growth Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Mfs Growth's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Mfs GrowthBuy Mfs Growth
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Mfs Growth Allocation has a Risk Adjusted Performance of 0.1122, Jensen Alpha of (0.01), Total Risk Alpha of (0.02), Sortino Ratio of (0.07) and Treynor Ratio of 0.1083
Our advice module complements current analysts and expert consensus on Mfs Growth Allocation. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Mfs Growth Allocation three year return and equity positions weight to ensure your buy or sell decision on Mfs Growth Allocation is adequate.

Mfs Growth Trading Alerts and Improvement Suggestions

The fund maintains about 7.06% of its assets in bonds

Mfs Growth Returns Distribution Density

The distribution of Mfs Growth's historical returns is an attempt to chart the uncertainty of Mfs Growth's future price movements. The chart of the probability distribution of Mfs Growth daily returns describes the distribution of returns around its average expected value. We use Mfs Growth Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Mfs Growth returns is essential to provide solid investment advice for Mfs Growth.
Mean Return
0.1
Value At Risk
-0.74
Potential Upside
0.79
Standard Deviation
0.48
   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 Growth 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 Growth 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 Growth 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 Growth'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
-0.01
β
Beta against NYSE Composite0.82
σ
Overall volatility
0.49
Ir
Information ratio -0.07

Mfs Growth Volatility Alert

Mfs Growth Allocation exhibits very low volatility with skewness of -0.38 and kurtosis of 0.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Mfs Growth'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 Growth'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 Growth Fundamentals Vs Peers

Comparing Mfs Growth'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 Growth's direct or indirect competition across all of the common fundamentals between Mfs Growth and the related equities. This way, we can detect undervalued stocks with similar characteristics as Mfs Growth or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Mfs Growth's fundamental indicators could also be used in its relative valuation, which is a method of valuing Mfs Growth by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Mfs Growth to competition
FundamentalsMfs GrowthPeer Average
Price To Earning20.45 X6.53 X
Price To Book2.47 X0.74 X
Price To Sales1.92 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return5.23 %0.39 %
One Year Return18.48 %4.15 %
Three Year Return3.65 %3.60 %
Five Year Return7.88 %3.24 %
Ten Year Return8.18 %1.79 %
Net Asset5.09 B4.11 B
Last Dividend Paid0.060.65
Cash Position Weight0.97 %10.61 %
Equity Positions Weight73.27 %63.90 %
Bond Positions Weight7.06 %11.24 %

Mfs Growth 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 Growth Buy or Sell Advice

When is the right time to buy or sell Mfs Growth 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 Growth 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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Run Machinery Thematic Idea Now

Machinery
Machinery Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery Theme or any other thematic opportunities.
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Check out Mfs Growth 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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Please note, there is a significant difference between Mfs Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Growth'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.