Mfs Emerging Competition

EMLBX Fund

USD 5.37 0.02 0.37%

Mfs Emerging Markets competes with Ms Global, Sarofim Equity, Us Vector, Locorr Dynamic, and Calamos Global; as well as few others. The fund is listed under Emerging-Markets Local-Currency Bond category and is part of MFS family. Analyzing Mfs Emerging competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mfs Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Emerging Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mfs Emerging competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
4.98	5.37	5.76

Details

Intrinsic

Valuation

Low	Real	High
4.83	5.90	6.29

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mfs Emerging. Your research has to be compared to or analyzed against Mfs Emerging's peers to derive any actionable benefits. When done correctly, Mfs Emerging's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Mfs Emerging Markets.

Mfs Emerging Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Emerging and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mfs and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mfs Emerging Markets does not affect the price movement of the other competitor.

	MFIRX	SRFMX	DFVEX	LEQCX	AECXX	CGEOX	DODFX
MFIRX		0.45	0.21	0.32	0.0	0.45	0.04	MFIRX
SRFMX	0.45		0.88	0.87	0.0	0.92	-0.51	SRFMX
DFVEX	0.21	0.88		0.95	0.0	0.85	-0.59	DFVEX
LEQCX	0.32	0.87	0.95		0.0	0.83	-0.67	LEQCX
AECXX	0.0	0.0	0.0	0.0		0.0	0.0	AECXX
CGEOX	0.45	0.92	0.85	0.83	0.0		-0.33	CGEOX
DODFX	0.04	-0.51	-0.59	-0.67	0.0	-0.33		DODFX
	MFIRX	SRFMX	DFVEX	LEQCX	AECXX	CGEOX	DODFX

Click cells to compare fundamentals

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High positive correlations

LEQCX	+ 0.95	DFVEX
CGEOX	+ 0.92	SRFMX
DFVEX	+ 0.88	SRFMX
LEQCX	+ 0.87	SRFMX
CGEOX	+ 0.85	DFVEX
CGEOX	+ 0.83	LEQCX

High negative correlations

DODFX	- 0.67	LEQCX
DODFX	- 0.59	DFVEX
DODFX	- 0.51	SRFMX
DODFX	- 0.33	CGEOX
DODFX	- 0.0	AECXX
CGEOX	- 0.0	AECXX

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Emerging Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mfs Emerging's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MFIRX	0.09	0.00	(0.43)	(0.50)	0.07	(0.22)	0.19	(0.19)	0.76
SRFMX	0.46	(0.02)	(0.07)	0.06	0.59	(0.52)	0.91	(1.08)	3.50
DFVEX	0.57	0.03	0.06	0.12	0.40	(0.70)	1.41	(0.88)	5.26
LEQCX	0.37	0.07	0.06	0.23	0.00	(0.47)	0.95	(0.63)	2.38
AECXX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
CGEOX	0.58	0.03	0.00	0.13	0.59	(0.67)	1.30	(1.25)	4.11
DODFX	0.59	(0.04)	0.00	(0.04)	0.00	0.00	1.18	(1.15)	4.42

Unable to evaluate fundamental data of [MFIRX, SRFMX, DFVEX, LEQCX, AECXX, CGEOX, DODFX] at this time. Please try again later

All Fundamental Data

Mfs Emerging Competitive Analysis

The better you understand Mfs Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Emerging's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mfs Emerging's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	EMLBX	MFIRX	SRFMX	DFVEX	LEQCX	AECXX	CGEOX	DODFX
	0.37 5.37 Mfs	0.19 5.26 MFIRX	0.46 17.20 Sarofim	0.84 28.33 DFVEX	0.51 11.81 Locorr	0.00 1.00 AECXX	0.30 19.77 Calamos	0.57 52.75 Dodge
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Modest	OK	Solid	Very Weak	OK	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Sell	Strong Hold	Buy	Cautious Hold	Hold	Strong Hold	Hold
Net Asset	325.92 M	794.17 M	95.95 M	5.06 B	83.79 M	9.26 M	99.19 M	42.62 B
Minimum Initial Investment	N/A	N/A	2.5 K	N/A	N/A	N/A	N/A	2.5 K
Price To Book	N/A	N/A	3.01 X	1.61 X	N/A	N/A	N/A	1.24 X
Five Year Return	(1.17) %	2.65 %	13.34 %	12.78 %	3.98 %	N/A	N/A	6.14 %
One Year Return	1.09 %	8.47 %	18.93 %	29.75 %	15.67 %	N/A	N/A	10.19 %
Last Dividend Paid	0.02	0.01	0.02	0.07	N/A	N/A	N/A	N/A
Price To Earning	N/A	N/A	19.33 X	16.80 X	N/A	N/A	N/A	15.52 X
Price To Sales	N/A	N/A	2.55 X	0.95 X	N/A	N/A	N/A	1.03 X
Cash Position Weight	8.70 %	8.67 %	0.22 %	0.89 %	33.92 %	N/A	2.33 %	2.34 %
Equity Positions Weight	N/A	N/A	99.78 %	99.07 %	66.20 %	N/A	97.67 %	97.65 %
Three Year Return	(0.28) %	2.65 %	5.22 %	9.62 %	2.36 %	N/A	N/A	6.41 %
Annual Yield	0.04 %	0 %	0.01 %	0.01 %	N/A	0 %	0 %	0.02 %
Year To Date Return	2.04 %	7.00 %	17.37 %	20.68 %	12.05 %	N/A	N/A	7.30 %
Bond Positions Weight	87.17 %	44.23 %	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	5.58 %	N/A	8.88 %	N/A	N/A	N/A	4.11 %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	0.0	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	5.37	5.26	17.2	28.33	11.81	1.0	19.77	52.75
Period Momentum Indicator	(0.02)	(0.01)	(0.08)	(0.24)	0.06	N/A	(0.06)	(0.30)
Rate Of Daily Change	1.0	1.0	1.0	0.99	1.01	1.0	1.0	0.99
Day Median Price	5.37	5.26	17.2	28.33	11.81	1.0	19.77	52.75
Price Action Indicator	(0.01)	(0.01)	(0.04)	(0.12)	0.03	N/A	(0.03)	(0.15)
Coefficient Of Variation	(705.00)	2412.44	1246.55	613.88	387.21	N/A	797.48	(16,000)
Mean Deviation	0.3223	0.09	0.4581	0.5736	0.3708	N/A	0.578	0.5894
Jensen Alpha	(0.07)	(0)	(0.02)	0.0309	0.068	N/A	0.0254	(0.04)
Total Risk Alpha	(0.12)	(0.02)	(0.04)	0.0222	0.0536	N/A	(0.01)	(0.11)
Sortino Ratio	N/A	(0.43)	(0.07)	0.0579	0.0569	N/A	(0)	N/A
Downside Variance	N/A	0.0482	0.4848	0.3804	0.1574	N/A	0.5129	N/A
Standard Deviation	0.404	0.1416	0.6391	0.8339	0.475	N/A	0.774	0.7702
Kurtosis	(0.03)	0.7914	1.73	7.69	0.4744	N/A	0.8462	0.888
Potential Upside	0.5597	0.1912	0.9107	1.41	0.945	N/A	1.3	1.18
Treynor Ratio	29.26	(0.50)	0.063	0.1195	0.2275	N/A	0.1272	(0.04)
Maximum Drawdown	1.85	0.7605	3.5	5.26	2.38	N/A	4.11	4.42
Variance	0.1632	0.0201	0.4084	0.6954	0.2256	N/A	0.599	0.5932
Market Risk Adjusted Performance	29.27	(0.49)	0.073	0.1295	0.2375	N/A	0.1372	(0.03)
Risk Adjusted Performance	(0.11)	(0.01)	0.0568	0.1194	0.182	N/A	0.0915	(0)
Skewness	0.2716	0.1884	(0.43)	1.85	0.4767	N/A	0.1327	0.0376
Semi Deviation	N/A	0.0732	0.5864	0.3967	0.0	N/A	0.594	N/A
Information Ratio	(0.39)	(0.67)	(0.08)	0.0429	0.0475	N/A	(0)	(0.14)
Value At Risk	(0.71)	(0.19)	(1.08)	(0.88)	(0.63)	N/A	(1.25)	(1.15)
Expected Short fall	N/A	(0.22)	(0.52)	(0.70)	(0.47)	N/A	(0.67)	N/A
Downside Deviation	N/A	0.2196	0.6963	0.6167	0.3968	N/A	0.7162	N/A
Semi Variance	N/A	0.0054	0.3438	0.1573	(0.01)	N/A	0.3528	N/A

Mfs Emerging Competition Performance Charts

Five steps to successful analysis of Mfs Emerging Competition

Mfs Emerging's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mfs Emerging Markets in relation to its competition. Mfs Emerging's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mfs Emerging in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mfs Emerging's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Emerging Markets, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mfs Emerging position

In addition to having Mfs Emerging 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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Computers

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers 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 Computers Theme or any other thematic opportunities.

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Other Information on Investing in Mfs Mutual Fund

Mfs Emerging financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Emerging security.

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