The most notable companies in this group are Alphabet (NASDAQ:GOOGL).
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.
The average market capitalization across the MFS Prudent Investor R3 MF is 430.82B. The market cap for tickers in the group ranges from 17.14M to 1.7T. GOOGL holds the highest valuation in this group at 1.7T. The lowest valued company is AMS at 17.14M.
The average weekly volume growth across all stocks in the MFS Prudent Investor R3 MF was 58%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 65%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 33
Price Growth Rating: 56
SMR Rating: 55
Profit Risk Rating: 61
Seasonality Score: -47 (-100 ... +100)