Mfs Value Fund Buy Hold or Sell Recommendation

MFEBX Fund  USD 51.12  0.21  0.41%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Mfs Value Fund is 'Buy'. Macroaxis provides Mfs Value buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MFEBX positions. The advice algorithm takes into account all of Mfs Value's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Mfs Value's buy or sell advice are summarized below:
Real Value
51.55
Hype Value
51.12
Market Value
51.12
Naive Value
51.2
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Mfs Value Fund given historical horizon and risk tolerance towards Mfs Value. When Macroaxis issues a 'buy' or 'sell' recommendation for Mfs Value Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Mfs Value 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 Value Fund. 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 bureau of labor statistics.

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Mfs ValueBuy Mfs Value
Buy

Market Performance

SolidDetails

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 Value Fund has a Risk Adjusted Performance of 0.1589, Jensen Alpha of 0.0279, Total Risk Alpha of 0.0201, Sortino Ratio of (0.0006) and Treynor Ratio of 0.161
Our advice tool can be used to complement Mfs Value Fund investment recommendation provided by experts. It analyzes the entity's potential to grow against your specific risk preferences and investment horizon. Use Mfs Value Fund price to earning, annual yield, as well as the relationship between the Annual Yield and ten year return to ensure your buy or sell decision on Mfs Value Fund is adequate.

Mfs Value Trading Alerts and Improvement Suggestions

The fund maintains 99.21% of its assets in stocks

Mfs Value Returns Distribution Density

The distribution of Mfs Value's historical returns is an attempt to chart the uncertainty of Mfs Value's future price movements. The chart of the probability distribution of Mfs Value daily returns describes the distribution of returns around its average expected value. We use Mfs Value Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Mfs Value returns is essential to provide solid investment advice for Mfs Value.
Mean Return
0.13
Value At Risk
-0.54
Potential Upside
0.79
Standard Deviation
0.47
   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 Value 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 Value 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 Value 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 Value'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
0.03
β
Beta against NYSE Composite0.77
σ
Overall volatility
0.48
Ir
Information ratio -0.0006

Mfs Value Volatility Alert

Mfs Value Fund exhibits very low volatility with skewness of 0.01 and kurtosis of 0.89. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Mfs Value'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 Value'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 Value Fundamentals Vs Peers

Comparing Mfs Value'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 Value's direct or indirect competition across all of the common fundamentals between Mfs Value and the related equities. This way, we can detect undervalued stocks with similar characteristics as Mfs Value or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Mfs Value's fundamental indicators could also be used in its relative valuation, which is a method of valuing Mfs Value by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Mfs Value to competition
FundamentalsMfs ValuePeer Average
Price To Earning17.71 X6.53 X
Price To Book2.42 X0.74 X
Price To Sales1.85 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return6.48 %0.39 %
One Year Return20.06 %4.15 %
Three Year Return6.47 %3.60 %
Five Year Return9.39 %3.24 %
Ten Year Return9.57 %1.79 %
Net Asset57.88 B4.11 B
Last Dividend Paid0.060.65
Cash Position Weight0.79 %10.61 %
Equity Positions Weight99.21 %63.90 %

Mfs Value 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 Value Buy or Sell Advice

When is the right time to buy or sell Mfs Value Fund? 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 Value 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.

Did You Try This Idea?

Run Target Risk ETFs Thematic Idea Now

Target Risk ETFs
Target Risk ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Risk ETFs theme has 33 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 Target Risk ETFs Theme or any other thematic opportunities.
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Check out Mfs Value 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.
Note that the Mfs Value Fund information on this page should be used as a complementary analysis to other Mfs Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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When running Mfs Value's price analysis, check to measure Mfs Value'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 Value is operating at the current time. Most of Mfs Value's value examination focuses on studying past and present price action to predict the probability of Mfs Value'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 Value's price. Additionally, you may evaluate how the addition of Mfs Value to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mfs Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Value'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.