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FPPQX MFS Prudent Investor R3 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL).

Industry description

The investment seeks capital appreciation. The fund’s investment adviser normally invests the fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and/or cash and cash equivalents. MFS allocates the fund’s assets across these asset classes based on its assessment of individual securities and the risk/return potential of the asset classes. It invests the fund’s assets in U.S. and foreign securities, including emerging market securities. MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.

Market Cap

The average market capitalization across the MFS Prudent Investor R3 MF is 490.11B. The market cap for tickers in the group ranges from 2.56B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is LEG at 2.56B.

Volume

The average weekly volume growth across all stocks in the MFS Prudent Investor R3 MF was 34%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 5%

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: 37
Price Growth Rating: 45
SMR Rating: 63
Profit Risk Rating: 60
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
MFS Series Trust XVI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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FPPQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FPPQX has been closely correlated with RLBFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPPQX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPPQX
1D Price
Change %
FPPQX100%
-0.43%
RLBFX - FPPQX
85%
Closely correlated
-0.20%
RLBBX - FPPQX
85%
Closely correlated
-0.18%
RLBCX - FPPQX
85%
Closely correlated
-0.18%
CLBFX - FPPQX
74%
Closely correlated
-0.17%
RLBAX - FPPQX
73%
Closely correlated
-0.20%
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