Mfs Lifetime 2035 Fund Fundamentals
| LFEKX Fund | USD 17.62 0.07 0.40% |
Mfs Lifetime 2035 fundamentals help investors to digest information that contributes to Mfs Lifetime's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs Lifetime's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs Lifetime mutual fund.
Mfs |
Mfs Lifetime 2035 Mutual Fund Year To Date Return Analysis
Mfs Lifetime's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Lifetime Year To Date Return | 10.94 % |
Most of Mfs Lifetime's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Lifetime 2035 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Mfs Lifetime 2035 has a Year To Date Return of 10.9384%. This is much higher than that of the MFS family and significantly higher than that of the Target-Date 2035 category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs Lifetime 2035 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Lifetime's current stock value. Our valuation model uses many indicators to compare Mfs Lifetime value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Lifetime competition to find correlations between indicators driving Mfs Lifetime's intrinsic value. More Info.Mfs Lifetime 2035 is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 544.20 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Lifetime's earnings, one of the primary drivers of an investment's value.Mfs Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Lifetime's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Lifetime could also be used in its relative valuation, which is a method of valuing Mfs Lifetime by comparing valuation metrics of similar companies.Mfs Lifetime is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Mfs Lifetime
The fund invests 66.92% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (7.41%) , cash (0.62%) and various exotic instruments.Asset allocation divides Mfs Lifetime's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Mfs Fundamentals
| Total Asset | 462.93 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 10.94 % | ||||
| One Year Return | 12.44 % | ||||
| Three Year Return | 4.06 % | ||||
| Five Year Return | 7.69 % | ||||
| Net Asset | 262.99 M | ||||
| Last Dividend Paid | 0.29 | ||||
| Cash Position Weight | 0.62 % | ||||
| Equity Positions Weight | 66.92 % | ||||
| Bond Positions Weight | 7.41 % |
About Mfs Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Lifetime 2035's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Lifetime using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Lifetime 2035 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mfs Mutual Fund
Mfs Lifetime 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 Lifetime security.
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