MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bottom-up stock picking approach to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in U.S. government securities, foreign government securities, mortgage backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries. The fund benchmarks the performance of its equity portfolio against Russell 1000 Value Index and fixed income against Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped, MFS Special Value Trust Blended Index, and JPMorgan Emerging Markets Bond Index Global Index. MFS Special Value Trust was formed on November 30, 1989 and is domiciled in United States.
Research context
MFS Special Value Trust appears in PyInvesting’s US Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- USD
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 7 months ago
MFS Special Value Trust is currently in a long term uptrend where the price is trading 13.2% above its 200 day moving average.
From a valuation standpoint, the stock is 516.7% more expensive than other stocks from the Financial Services sector with a price to sales ratio of 55.9.
MFS Special Value Trust's total revenue sank by 0.0% to $418K since the same quarter in the previous year.
Its net income has dropped by 0.0% to $1M since the same quarter in the previous year.
Based on the above factors, MFS Special Value Trust gets an overall score of 1/5.