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BRWTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$25.93
Change
-$0.09 (-0.35%)
Net Assets
405.73M

BRWTX MFS Blended Research Growth Eq R3 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Adobe (NASDAQ:ADBE), Applied Materials (NASDAQ:AMAT).

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 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. It is non-diversified.

Market Cap

The average market capitalization across the MFS Blended Research Growth Eq R3 MF is 1.77T. The market cap for tickers in the group ranges from 173.36B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is AMAT at 173.36B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Growth Eq R3 MF was 20%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 67
Price Growth Rating: 29
SMR Rating: 23
Profit Risk Rating: 18
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BRWTX has been closely correlated with GFAFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRWTX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRWTX
1D Price
Change %
BRWTX100%
-0.35%
GFAFX - BRWTX
86%
Closely correlated
-0.49%
GFACX - BRWTX
86%
Closely correlated
-0.49%
RGAGX - BRWTX
85%
Closely correlated
-0.48%
FAFGX - BRWTX
85%
Closely correlated
-0.49%
GAFFX - BRWTX
85%
Closely correlated
-0.49%
More