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BMSSX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
557.23M

BMSSX MFS Blended Research Mid Cap Eq R2 Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are McKesson Corp (NYSE:MCK), Phillips 66 (NYSE:PSX), PG&E Corp (NYSE:PCG), Spotify Technology SA (NYSE:SPOT), Ingersoll Rand (NYSE:IR).

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, 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 R2 MF is 27.16B. The market cap for tickers in the group ranges from 17.99B to 61.83B. MCK holds the highest valuation in this group at 61.83B. The lowest valued company is EG at 17.99B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Mid Cap Eq R2 MF was 17%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 52
Price Growth Rating: 39
SMR Rating: 57
Profit Risk Rating: 41
Seasonality Score: 13 (-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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BMSSX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BMSSX 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 BMSSX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BMSSX
1D Price
Change %
BMSSX100%
+0.24%
FSMDX - BMSSX
93%
Closely correlated
+0.14%
VMCPX - BMSSX
82%
Closely correlated
-0.11%
VIMSX - BMSSX
81%
Closely correlated
-0.12%
VIMAX - BMSSX
81%
Closely correlated
-0.11%
VMCIX - BMSSX
81%
Closely correlated
-0.10%
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