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BRULX
Mutual Fund ticker: NASDAQ
AS OF
Oct 3 closing price
Price
$17.17
Change
+$0.04 (+0.23%)
Net Assets
316.28M

BRULX MFS Blended Research Value Equity R3 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Wells Fargo & Co (NYSE:WFC), Salesforce (NYSE:CRM), 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 R3 MF is 261.88B. The market cap for tickers in the group ranges from 53.75B to 852.51B. JPM holds the highest valuation in this group at 852.51B. The lowest valued company is PSX at 53.75B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Value Equity R3 MF was 58%. For the same stocks of the MF, the average monthly volume growth was 40% 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: 46
P/E Growth Rating: 53
Price Growth Rating: 37
SMR Rating: 48
Profit Risk Rating: 38
Seasonality Score: 38 (-100 ... +100)
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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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BRULX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRULX
1D Price
Change %
BRULX100%
+0.23%
RMFEX - BRULX
91%
Closely correlated
+0.40%
RMEBX - BRULX
91%
Closely correlated
+0.39%
RMFCX - BRULX
91%
Closely correlated
+0.39%
FFFMX - BRULX
80%
Closely correlated
+0.38%
FFMMX - BRULX
79%
Closely correlated
+0.40%
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