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BRUGX MFS Blended Research Value Equity C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Salesforce (NYSE:CRM), Wells Fargo & Co (NYSE:WFC), Applied Materials (NASDAQ:AMAT), Pfizer (NYSE:PFE), Cigna Group (The) (NYSE:CI), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. 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. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS Blended Research Value Equity C MF is 228.77B. The market cap for tickers in the group ranges from 69.88B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is PSX at 69.88B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Value Equity C MF was -57%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 42
Price Growth Rating: 40
SMR Rating: 53
Profit Risk Rating: 34
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com
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BRUGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BRUGX has been closely correlated with VIVIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRUGX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRUGX
1D Price
Change %
BRUGX100%
+0.75%
VIVIX - BRUGX
91%
Closely correlated
+0.77%
VIVAX - BRUGX
91%
Closely correlated
+0.79%
RMFEX - BRUGX
91%
Closely correlated
+0.61%
VVIAX - BRUGX
91%
Closely correlated
+0.77%
RMEBX - BRUGX
91%
Closely correlated
+0.61%
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