EEMEX Mutual Fund Quote

EEMEX
 Fund
  

USD 6.39  0.27  4.05%   

Market Performance
0 of 100
Odds Of Distress
Less than 50
MFS Emerging is trading at 6.39 as of the 5th of October 2022; that is -4.05 percent decrease since the beginning of the trading day. The fund's open price was 6.66. MFS Emerging has 50 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for MFS Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2020 and ending today, the 5th of October 2022. Click here to learn more.
MFS normally invests at least 80 percent of the funds net assets in equity securities of issuers that are tied economically to emerging market countries. MFS Emerging is traded on NASDAQ Exchange in the United States. More on MFS Emerging Markets

Moving together with MFS Emerging

+0.67JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

MFS Emerging Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. MFS Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding MFS Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
MFS Emerging Markets generated a negative expected return over the last 90 days
MFS Emerging Markets has high likelihood to experience some financial distress in the next 2 years
The fund retains 97.67% of its assets under management (AUM) in equities
Thematic Ideas
(view all).
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of MFS Emerging's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Startdate23rd of February 2021
MFS Emerging Markets [EEMEX] is traded in USA and was established 5th of October 2022. The fund is listed under Diversified Emerging Mkts category and is part of MFS family. The entity is thematically classified as Conservative. MFS Emerging Markets currently has accumulated 2.47 M in assets under management (AUM) with no minimum investment requirements
Check MFS Emerging 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 EEMEX 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 EEMEX 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 Emerging Markets 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 Emerging Markets Constituents

MFS Emerging Target Price Odds Analysis

Based on a normal probability distribution, the odds of MFS Emerging jumping above the current price in 90 days from now is close to 99%. The MFS Emerging Markets probability density function shows the probability of MFS Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon MFS Emerging has a beta of 0.121 suggesting as returns on the market go up, MFS Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding MFS Emerging Markets will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. MFS Emerging Markets is significantly underperforming DOW.
  Odds Below 6.39HorizonTargetOdds Above 6.39
0.24%90 days
 6.39 
99.75%
Based on a normal probability distribution, the odds of MFS Emerging to move above the current price in 90 days from now is close to 99 (This MFS Emerging Markets probability density function shows the probability of EEMEX Mutual Fund to fall within a particular range of prices over 90 days) .

MFS Emerging Markets Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. MFS Emerging market risk premium is the additional return an investor will receive from holding MFS Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in MFS Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although MFS Emerging's alpha and beta are two of the key measurements used to evaluate MFS Emerging's performance over the market, the standard measures of volatility play an important role as well.

MFS Emerging Against Markets

Picking the right benchmark for MFS Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in MFS Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for MFS Emerging is critical whether you are bullish or bearish towards MFS Emerging Markets at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in MFS Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in MFS Emerging Markets?

The danger of trading MFS Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of MFS Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than MFS Emerging. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile MFS Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Investing Opportunities. Note that the MFS Emerging Markets information on this page should be used as a complementary analysis to other MFS Emerging's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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When running MFS Emerging Markets price analysis, check to measure MFS Emerging's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS Emerging is operating at the current time. Most of MFS Emerging's value examination focuses on studying past and present price action to predict the probability of MFS Emerging's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move MFS Emerging's price. Additionally, you may evaluate how the addition of MFS Emerging to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between MFS Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine MFS Emerging value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Emerging's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.