Mfs Union Standard Fund Quote
| MUSEX Fund | USD 36.48 0.42 1.16% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Mfs Union is trading at 36.48 as of the 23rd of December 2024; that is 1.16 percent up since the beginning of the trading day. The fund's open price was 36.06. Mfs Union has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of April 2024 and ending today, the 23rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. More on Mfs Union Standard
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Mfs Union Standard [MUSEX] is traded in USA and was established 23rd of December 2024. Mfs Union is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 1.11 B in assets with no minimum investment requirementsMfs Union Standard is currently producing year-to-date (YTD) return of 29.33% with the current yeild of 0.01%, while the total return for the last 3 years was 12.49%.
Check Mfs Union 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 Union Standard 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 Union Standard Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Mfs Union Standard Risk Profiles
| Mean Deviation | 0.6733 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.97 | |||
| Risk Adjusted Performance | (0.04) |
Mfs Union Against Markets
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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