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BRSPX MFS Blended Research Small Cap Eq R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lincoln National Corp (NYSE:LNC).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund’s net assets in equity securities of issuers with small market capitalizations. MFS defines small market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2000® Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small capitalization company by an independent third-party financial data provider. The fund may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS Blended Research Small Cap Eq R1 MF is 10.46B. The market cap for tickers in the group ranges from 870.93M to 10.59B. UMBF holds the highest valuation in this group at 10.59B. The lowest valued company is PDM at 870.93M.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Small Cap Eq R1 MF was 4%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 53
Price Growth Rating: 49
SMR Rating: 56
Profit Risk Rating: 63
Seasonality Score: -20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com
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BRSPX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRSPX
1D Price
Change %
BRSPX100%
N/A
DFSTX - BRSPX
95%
Closely correlated
+0.75%
FTHFX - BRSPX
95%
Closely correlated
N/A
VRTIX - BRSPX
-3%
Poorly correlated
N/A
FSSNX - BRSPX
-8%
Poorly correlated
N/A
NAESX - BRSPX
-10%
Poorly correlated
N/A
More
MFS Blended Research Small Cap Eq R1 (BRSPX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com