Mfs Union Competition

MUSEX Fund  USD 36.48  0.42  1.16%   
Mfs Union Standard competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent; as well as few others. The fund is listed under Large Blend category and is part of MFS family. Analyzing Mfs Union 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 Union to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Union 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 Union competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mfs Union's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
35.1036.5137.92
Details
Intrinsic
Valuation
LowRealHigh
35.6637.0738.48
Details

Mfs Union Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Union 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 Union Standard does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Union 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 Union'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
FPPJX  0.34 (0.08) 0.00 (0.33) 0.00 
 0.51 
 4.20 
FPPQX  0.34 (0.08) 0.00 (0.33) 0.00 
 0.58 
 3.96 
FPPRX  0.32 (0.07) 0.00 (0.31) 0.00 
 0.52 
 3.35 
FPPSX  0.34 (0.08) 0.00 (0.31) 0.00 
 0.58 
 3.80 
FPPUX  0.34 (0.08) 0.00 (0.31) 0.00 
 0.58 
 4.20 
FPPVX  0.33 (0.08) 0.00 (0.33) 0.00 
 0.50 
 4.28 
LFTFX  0.41 (0.05) 0.00 (0.07) 0.00 
 0.77 
 3.83 
LFTJX  0.41 (0.06) 0.00 (0.08) 0.00 
 0.68 
 3.76 
LFTGX  0.40 (0.06) 0.00 (0.08) 0.00 
 0.68 
 3.77 
LFTHX  0.41 (0.05) 0.00 (0.07) 0.00 
 0.76 
 3.72 

Mfs Union Competitive Analysis

The better you understand Mfs Union competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Union'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 Union'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
MUSEX FPPJX FPPQX FPPRX FPPSX FPPUX FPPVX LFTFX LFTJX LFTGX
 1.16 
 36.48 
Mfs
 0.35 
 11.62 
Mfs
 0.35 
 11.62 
Mfs
 0.26 
 11.53 
Mfs
 0.35 
 11.62 
Mfs
 0.43 
 11.63 
Mfs
 0.35 
 11.63 
Mfs
 0.20 
 10.17 
Mfs
 0.30 
 10.11 
Mfs
 0.30 
 10.08 
Mfs
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
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(Probability Of Bankruptcy)
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(90 Days Macroaxis Advice)
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Period Momentum Indicator
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Mean Deviation
Jensen Alpha
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Treynor Ratio
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Market Risk Adjusted Performance
Risk Adjusted Performance
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Information Ratio
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Mfs Union Competition Performance Charts

Five steps to successful analysis of Mfs Union Competition

Mfs Union'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 Union Standard in relation to its competition. Mfs Union's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mfs Union 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 Union's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Union Standard, 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 Union position

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Other Information on Investing in Mfs Mutual Fund

Mfs Union 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 Union security.
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