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BMSDX MFS Blended Research Mid Cap Eq C Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Phillips 66 (NYSE:PSX), Spotify Technology SA (NYSE:SPOT), Ingersoll Rand (NYSE:IR), Align Technology (NASDAQ:ALGN).

Industry description

The investment seeks capital appreciation. The adviser normally invests at least 80% of the fund's net assets in equity securities of issuers with medium market capitalizations. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS Blended Research Mid Cap Eq C MF is 35.35B. The market cap for tickers in the group ranges from 7.17B to 69.88B. PSX holds the highest valuation in this group at 69.88B. The lowest valued company is AZEK at 7.17B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Mid Cap Eq C MF was 16%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 42
Price Growth Rating: 37
SMR Rating: 65
Profit Risk Rating: 37
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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FBL33.500.13
+0.39%
GraniteShares 2x Long META Daily ETF
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Franklin U.S. Core Bond ETF
IXG98.99-0.62
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iShares Global Financials ETF
AVDS52.65-0.84
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Avantis International Small Cp Eq ETF
UPV57.34-2.43
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ProShares Ultra FTSE Europe

BMSDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BMSDX has been closely correlated with VSEMX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BMSDX jumps, then VSEMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BMSDX
1D Price
Change %
BMSDX100%
-0.74%
VSEMX - BMSDX
95%
Closely correlated
-1.06%
FSMDX - BMSDX
93%
Closely correlated
-0.74%
VIMAX - BMSDX
87%
Closely correlated
-0.64%
VMCIX - BMSDX
87%
Closely correlated
-0.64%
VMCPX - BMSDX
86%
Closely correlated
-0.64%
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