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EQNSX MFS Equity Income R2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Wells Fargo & Co (NYSE:WFC), Lam Research Corp (NASDAQ:LRCX), Cigna Group (The) (NYSE:CI), McKesson Corp (NYSE:MCK), Target Corp (NYSE:TGT).

Industry description

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.

Market Cap

The average market capitalization across the MFS Equity Income R2 MF is 924.5B. The market cap for tickers in the group ranges from 69.52B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TGT at 69.52B.

Volume

The average weekly volume growth across all stocks in the MFS Equity Income R2 MF was -31%. For the same stocks of the MF, the average monthly volume growth was 33% 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: 60
P/E Growth Rating: 41
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: 19 (-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 VII111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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EQNSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EQNSX has been closely correlated with RMFEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQNSX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQNSX
1D Price
Change %
EQNSX100%
+0.26%
RMFEX - EQNSX
91%
Closely correlated
+0.29%
RMEBX - EQNSX
91%
Closely correlated
+0.30%
RMFCX - EQNSX
91%
Closely correlated
+0.29%
DOXGX - EQNSX
89%
Closely correlated
-0.25%
VIVIX - EQNSX
86%
Closely correlated
-0.30%
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