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DIFAX MFS Diversified Income A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD).

Industry description

The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the fund’s debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.

Market Cap

The average market capitalization across the MFS Diversified Income A MF is 60.8B. The market cap for tickers in the group ranges from 16B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is SUI at 16B.

Volume

The average weekly volume growth across all stocks in the MFS Diversified Income A MF was 5%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 88
P/E Growth Rating: 54
Price Growth Rating: 49
SMR Rating: 77
Profit Risk Rating: 58
Seasonality Score: 60 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Mfs Series Trust Xiii111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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DIFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DIFAX has been closely correlated with BKMIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DIFAX jumps, then BKMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DIFAX
1D Price
Change %
DIFAX100%
-0.24%
BKMIX - DIFAX
94%
Closely correlated
-0.29%
BIICX - DIFAX
92%
Closely correlated
-0.29%
HBLTX - DIFAX
89%
Closely correlated
-0.26%
HBLYX - DIFAX
89%
Closely correlated
-0.26%
HBLSX - DIFAX
89%
Closely correlated
-0.26%
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