The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Merck & Co (NYSE:MRK), Wells Fargo & Co (NYSE:WFC), Cigna Group (The) (NYSE:CI), EOG Resources (NYSE:EOG), McKesson Corp (NYSE:MCK), Phillips 66 (NYSE:PSX), United States Steel Corp (NYSE:X).
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.
The average market capitalization across the MFS Blended Research Value Equity R4 MF is 181.88B. The market cap for tickers in the group ranges from 7.77B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is X at 7.77B.
The average weekly volume growth across all stocks in the MFS Blended Research Value Equity R4 MF was 185%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 47
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 41
Seasonality Score: 40 (-100 ... +100)