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BMSRX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$15.09
Change
-$0.12 (-0.79%)
Net Assets
2.12B

BMSRX MFS Blended Research Mid Cap Eq R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Spotify Technology SA (NYSE:SPOT), Phillips 66 (NYSE:PSX), 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 R1 MF is 48.26B. The market cap for tickers in the group ranges from 7.82B to 146.64B. SPOT holds the highest valuation in this group at 146.64B. The lowest valued company is AZEK at 7.82B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Mid Cap Eq R1 MF was 0%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was 44%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 42
Price Growth Rating: 52
SMR Rating: 65
Profit Risk Rating: 46
Seasonality Score: -35 (-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
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BMSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BMSRX has been closely correlated with FSMDX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BMSRX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BMSRX
1D Price
Change %
BMSRX100%
N/A
FSMDX - BMSRX
93%
Closely correlated
N/A
VIMAX - BMSRX
89%
Closely correlated
N/A
VIMSX - BMSRX
89%
Closely correlated
N/A
VMCPX - BMSRX
89%
Closely correlated
N/A
VMCIX - BMSRX
89%
Closely correlated
N/A
More