MFS Special Value Trust (MFS Special Value Trust) Momentum Rank : 0 (As of May. 13, 2024)

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What is MFS Special Value Trust Momentum Rank?

MFS Special Value Trust has the Momentum Rank of 0.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

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MFS Special Value Trust (MFS Special Value Trust) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » MFS Special Value Trust (NYSE:MFV) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

111 Huntington Avenue, Boston, MA, USA, 02199

Website

https://www.mfs.com

MFS Special Value Trust is a diversified closed-end management investment company. Its investment objective is to seek high current income but may also consider capital appreciation. The majority of the fund's assets are invested in debt instruments, including below-investment-grade quality debt instruments. In addition, a portion of the fund's assets is invested in equity securities. Its portfolio of investments comprises investments in different sectors such as aerospace, broadcasting, business services, conglomerates, banks, insurance, and other sectors.

Executives

Linda Dougherty	other: OFFICER OF ADVISOR	111 HUNTINGTON AVENUE, BOSTON MA 02199
Rosa Licea-mailloux	other: CHIEF COMPLIANCE OFFICER	111 HUNTINGTON AVENUE, BOSTON MA 02199
Robert J Manning	director	1201 THIRD AVE, STE 4900, SEATTLE WA 98101
Manjit Singh	director	111 HUNTINGTON AVENUE, BOSTON MA 02072
Jacques Jr Goulet	other: OFFICER OF ADVISOR	111 HUNTINGTON AVENUE, BOSTON MA 02199
Melissa Kennedy	other: OFFICER OF ADVISOR	111 HUNTINGTON AVENUE, BOSTON MA 02199
Katherine Cannan	other: PORTFOLIO MANAGER	111 HUNTINGTON AVENUE, BOSTON MA 02199
James W. Kilman	director	111 HUNTINGTON AVENUE, BOSTON MA 02199
Edward M. Maloney	officer: Officer of Advisor	111 HUNTINGTON AVENUE, BOSTON MA 02199
Peter Darrell Jones	director	111 HUNTINGTON AVENUE, BOSTON MA 02199
Michael Skatrud	other: Portfolio Manager	MFS INVESTMENT MANAGEMENT, 111 HUNTINGTON AVENUE, BOSTON MA 01760
Carol W. Geremia	officer: PRESIDENT	111 HUNTINGTON AVENUE, BOSTON MA 02199
Kevin D Strain	other: Officer of Advisor	MFS INVESTMENT MANAGEMENT, 111 HUNTINGTON AVENUE, BOSTON MA 02199
Clarence Jr Otis	director	1095 AVENUE OF THE AMERICAS, NEW YORK NY 10036
John A Caroselli	director	ONE METROTECH CENTER, BROOKLYN NY 11201

MFS Special Value Trust (MFS Special Value Trust) Headlines

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