Mfs Value Fund Quote
| MVRRX Fund | USD 49.14 0.14 0.28% |
PerformanceModest
| Odds Of DistressLow
|
Mfs Value is trading at 49.14 as of the 19th of March 2025; that is 0.28% down since the beginning of the trading day. The fund's open price was 49.28. Mfs Value has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund normally invests the funds assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. MFS focuses on investing the funds assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth .. More on Mfs Value Fund
MFS Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Value, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
Mfs Value Fund [MVRRX] is traded in USA and was established 19th of March 2025. Mfs Value is listed under MFS category by Fama And French industry classification. The fund is listed under Large Value category and is part of MFS family. This fund now has accumulated 48.43 B in assets with no minimum investment requirementsMfs Value Fund is currently producing year-to-date (YTD) return of 2.03% with the current yeild of 0.01%, while the total return for the last 3 years was 7.74%.
Check Mfs Value 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 Value Fund 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 Value Fund Mutual Fund Constituents
| TRV | The Travelers Companies | Stock | Financials | |
| AON | Aon PLC | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PGR | Progressive Corp | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NOC | Northrop Grumman | Stock | Industrials |
Mfs Value Fund Risk Profiles
| Mean Deviation | 0.7442 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Risk Adjusted Performance | (0.07) |
Mfs Value Against Markets
Other Information on Investing in MFS Mutual Fund
Mfs Value 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 Value security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |