Mfs Prudent Investor Fund Quote

FPPUX Fund  USD 11.68  0.04  0.34%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Mfs Prudent is trading at 11.68 as of the 28th of March 2024; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 11.64. Mfs Prudent has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mfs Prudent Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The funds investment adviser normally invests the funds assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments andor cash and cash equivalents. MFS allocates the funds assets across these asset classes based on its assessment of individual securities and the riskreturn potential of the asset classes. More on Mfs Prudent Investor

Moving together with Mfs Mutual Fund

  1.0FPPJX Mfs Prudent InvestorPairCorr
  1.0FPPQX Mfs Prudent InvestorPairCorr
  0.99FPPRX Mfs Prudent InvestorPairCorr
  1.0FPPSX Mfs Prudent InvestorPairCorr
  1.0FPPVX Mfs Prudent InvestorPairCorr

Mfs Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mfs Prudent's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Prudent or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationMFS Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MFS, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of March 2024
Mfs Prudent Investor [FPPUX] is traded in USA and was established 28th of March 2024. Mfs Prudent is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. This fund currently has accumulated 22.84 M in assets under management (AUM) with no minimum investment requirementsMfs Prudent Investor is currently producing year-to-date (YTD) return of 1.48% with the current yeild of 0.02%, while the total return for the last 3 years was 1.6%.
Check Mfs Prudent Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Prudent Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mfs Prudent Investor Mutual Fund Constituents

ACNAccenture PlcStockInformation Technology
BKNGBooking HoldingsStockConsumer Discretionary
CHKPCheck Point SoftwareStockInformation Technology
COSTCostco Wholesale CorpStockConsumer Staples
GOOGLAlphabet Class AStockCommunication Services
CLColgate PalmoliveStockConsumer Staples
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Mfs Prudent Target Price Odds Analysis

Based on a normal probability distribution, the odds of Mfs Prudent jumping above the current price in 90 days from now is near 1%. The Mfs Prudent Investor probability density function shows the probability of Mfs Prudent mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mfs Prudent Investor has a beta of -0.0429. This usually indicates as returns on benchmark increase, returns on holding Mfs Prudent are expected to decrease at a much lower rate. During the bear market, however, Mfs Prudent Investor is likely to outperform the market. Additionally, mfs Prudent Investor has an alpha of 0.0369, implying that it can generate a 0.0369 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.68HorizonTargetOdds Above 11.68
99.90%90 days
 11.68 
0.09%
Based on a normal probability distribution, the odds of Mfs Prudent to move above the current price in 90 days from now is near 1 (This Mfs Prudent Investor probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .

Mfs Prudent Investor Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mfs Prudent market risk premium is the additional return an investor will receive from holding Mfs Prudent long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mfs Prudent. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mfs Prudent's alpha and beta are two of the key measurements used to evaluate Mfs Prudent's performance over the market, the standard measures of volatility play an important role as well.

Mfs Prudent Against Markets

Picking the right benchmark for Mfs Prudent mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mfs Prudent mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mfs Prudent is critical whether you are bullish or bearish towards Mfs Prudent Investor at a given time. Please also check how Mfs Prudent's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Mfs Prudent without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Mfs Mutual Fund?

Before investing in Mfs Prudent, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mfs Prudent. To buy Mfs Prudent fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Prudent. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Mfs Prudent fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Mfs Prudent Investor fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Mfs Prudent Investor fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mfs Prudent Investor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Mfs Prudent Investor?

The danger of trading Mfs Prudent Investor is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mfs Prudent is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mfs Prudent. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Prudent Investor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mfs Prudent Investor. 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 employment.
You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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