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BRUMX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
264.25M

BRUMX MFS Blended Research Value Equity R4 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), 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).

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 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.

Volume

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)
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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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BRUMX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BRUMX has been closely correlated with FFMMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRUMX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRUMX
1D Price
Change %
BRUMX100%
+1.09%
FFMMX - BRUMX
83%
Closely correlated
+0.76%
FFFMX - BRUMX
82%
Closely correlated
+0.76%
VIVIX - BRUMX
82%
Closely correlated
+0.88%
VVIAX - BRUMX
82%
Closely correlated
+0.88%
VIVAX - BRUMX
81%
Closely correlated
+0.88%
More