Thomas Connors - MFS Investment Assistant Secretary, Assistant Clerk
| CXH Stock | USD 7.32 0.01 0.14% |
Executive
Mr. Thomas H. Connors is an Assistant Secretary, Assistant Clerk of MFS Investment Grade Municipal Trust since September 2012. He was with Massachusetts Financial Services Company, Vice President and Senior Counsel Deutsche Investment Management Americas Inc., Director and Senior Counsel . since 2012.
| Age | 60 |
| Tenure | 12 years |
| Address | 111 Huntington Avenue, Boston, MA, United States, 02199 |
| Phone | 617 954 5000 |
| Web | https://www.mfs.com/en-us/individual-investor/prod |
MFS Investment Management Efficiency
The company has Return on Asset of 0.0226 % which means that on every $100 spent on assets, it made $0.0226 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0216 %, implying that it generated $0.0216 on every 100 dollars invested. MFS Investment's management efficiency ratios could be used to measure how well MFS Investment manages its routine affairs as well as how well it operates its assets and liabilities. The MFS Investment's current Return On Equity is estimated to increase to 0.03, while Return On Tangible Assets are projected to decrease to 0.01. As of now, MFS Investment's Total Assets are decreasing as compared to previous years. The MFS Investment's current Net Tangible Assets is estimated to increase to about 96.3 M, while Other Assets are projected to decrease to 1,724.Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Orhan Dzemaili | Pimco High Income | 42 | |
| Ryan Leshaw | Pcm Fund | 41 | |
| Colleen Miller | Pimco High Income | 41 | |
| Lagan Srivastava | Pimco High Income | 37 | |
| James Flynn | Blackrock Muniholdings Closed | 79 | |
| William Ogden | Pimco High Income | 75 | |
| Charles Park | Blackrock Muniholdings Closed | 54 | |
| Craig Dawson | Pimco Income Strategy | 48 | |
| William Ogden | Pcm Fund | 75 | |
| Robert Fairbairn | Blackrock Muniholdings Closed | 56 | |
| William Galipeau | Pimco Income Strategy | 45 | |
| Keisha AudainPressley | Pcm Fund | 46 | |
| Youse Guia | Pimco Income Strategy | 44 | |
| Jason Nagler | Pimco High Income | 39 | |
| Janey Ahn | Blackrock Muniholdings Closed | 46 | |
| Erik Brown | Pcm Fund | 54 | |
| Frank Fabozzi | Blackrock Muniholdings Closed | 73 | |
| Laura Melman | Pimco High Income | 52 | |
| William Galipeau | Pcm Fund | 45 | |
| William Ogden | Pimco Corporate Income | 75 | |
| James Jacobson | Pimco High Income | 75 | |
Management Performance
| Return On Equity | 0.0216 | ||||
| Return On Asset | 0.0226 |
MFS Investment Grade Leadership Team
Elected by the shareholders, the MFS Investment's board of directors comprises two types of representatives: MFS Investment inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Investment's management team and ensure that shareholders' interests are well served. MFS Investment's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Investment's outside directors are responsible for providing unbiased perspectives on the board's policies.
| J Sherratt, Independent Trustee | ||
| Robert Butler, Independent Trustee | ||
| James Kilman, Independent Trustee | ||
| David Gunning, Independent Chairman of the Board of Trustee | ||
| Amanda Mooradian, Assistant Secretary, Assistant Clerk | ||
| Susan Pereira, Assistant Secretary, Assistant Clerk | ||
| Laurie Thomsen, Independent Trustee | ||
| John Kavanaugh, Independent Chairman of the Board of Trustees | ||
| Robert Uek, Independent Trustee | ||
| Mark Polebaum, Secretary, Clerk | ||
| Robert Manning, Trustee | ||
| Maryanne Roepke, Independent Trustee | ||
| Clarence Otis, Independent Trustee | ||
| Christopher Bohane, Assistant Secretary, Assistant Clerk | ||
| Matthew Stowe, Assistant Secretary, Assistant Clerk | ||
| Michael Clarke, Chief Officer | ||
| William Gutow, Independent Trustee | ||
| Peter Jones, Independent Trustee | ||
| Robyn Griffin, Assistant Independent Chief Compliance Officer | ||
| Ethan Corey, Assistant Secretary, Assistant Clerk | ||
| James Yost, Deputy Treasurer | ||
| Kevin Connaughton, Chief President | ||
| Esq Bordewick, Chief President | ||
| Kenneth Paek, Assistant Treasurer | ||
| Steven Buller, Independent Trustee | ||
| Michael Hegarty, Independent Trustee | ||
| Susan Newton, Assistant Secretary, Assistant Clerk | ||
| Frank Tarantino, Independent Chief Compliance Officer | ||
| Stephen Welsh, Vice President | ||
| Thomas Connors, Assistant Secretary, Assistant Clerk | ||
| David DiLorenzo, Treasurer | ||
| Brian Langenfeld, Assistant Secretary, Assistant Clerk | ||
| Maureen Goldfarb, Independent Trustee | ||
| Michael Roberge, Trustee | ||
| Heidi Hardin, Secretary, Clerk | ||
| Kasey Philips, Assistant Treasurer | ||
| Kasey Phillips, Assistant Treasurer | ||
| Robin Stelmach, President, Trustee | ||
| John Clark, Assistant Treasurer | ||
| Richard Weitzel, Assistant Secretary, Assistant Clerk | ||
| Kino Clark, Assistant Treasurer | ||
| Martin Wolin, Chief Compliance Officer | ||
| Barry Vallan, Controller | ||
| John Caroselli, Independent Trustee | ||
| John Corcoran, President |
MFS Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Investment a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0216 | ||||
| Return On Asset | 0.0226 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.78 % | ||||
| Current Valuation | 111.25 M | ||||
| Shares Outstanding | 8.2 M | ||||
| Shares Owned By Institutions | 33.24 % | ||||
| Number Of Shares Shorted | 6.35 K | ||||
| Price To Earning | 14.99 X | ||||
| Price To Book | 0.88 X |
Pair Trading with MFS Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if MFS Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in MFS Investment will appreciate offsetting losses from the drop in the long position's value.Moving against MFS Stock
| 0.44 | SCM | Stellus Capital Inve Financial Report 14th of May 2024 | PairCorr |
| 0.42 | FDUS | Fidus Investment Corp Financial Report 2nd of May 2024 | PairCorr |
The ability to find closely correlated positions to MFS Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MFS Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MFS Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MFS Investment Grade to buy it.
The correlation of MFS Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as MFS Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Investment Grade moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for MFS Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in MFS Investment Grade. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in interest. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Complementary Tools for MFS Stock analysis
When running MFS Investment's price analysis, check to measure MFS Investment'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 Investment is operating at the current time. Most of MFS Investment's value examination focuses on studying past and present price action to predict the probability of MFS Investment'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 Investment's price. Additionally, you may evaluate how the addition of MFS Investment to your portfolios can decrease your overall portfolio volatility.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |
Is MFS Investment's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MFS Investment. If investors know MFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MFS Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.83) | Dividend Share 0.279 | Earnings Share 0.23 | Revenue Per Share 0.671 | Quarterly Revenue Growth 0.087 |
The market value of MFS Investment Grade is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Investment's value that differs from its market value or its book value, called intrinsic value, which is MFS Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MFS Investment's market value can be influenced by many factors that don't directly affect MFS Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MFS Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Investment'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.