The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NASDAQ:JPM), Wells Fargo & Co (NASDAQ:WFC), Cigna Group (The) (NASDAQ:CI), McKesson Corp (NASDAQ:MCK), Valero Energy Corp (NASDAQ:VLO).
The investment seeks total return through a combination of current income and capital appreciation.
The fund normally invests at least 80% of its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. The fund may invest its assets in foreign securities.
The average market capitalization across the MFS Equity Income B MF is 484.64B. The market cap for tickers in the group ranges from 10.07B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is EQH at 10.07B.
The average weekly volume growth across all stocks in the MFS Equity Income B MF was -5%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 45
Price Growth Rating: 41
SMR Rating: 38
Profit Risk Rating: 29
Seasonality Score: 18 (-100 ... +100)