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MCBVX
Mutual Fund ticker: NASDAQ
AS OF
May 14 closing price
Price
$28.09
Change
-$0.22 (-0.78%)
Net Assets
16.97B

MCBVX MFS Mid Cap Value B Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PG&E Corp (NYSE:PCG), Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Market Cap

The average market capitalization across the MFS Mid Cap Value B MF is 33.11B. The market cap for tickers in the group ranges from 13.34B to 64.37B. HWM holds the highest valuation in this group at 64.37B. The lowest valued company is TOL at 13.34B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Value B MF was -15%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 48
Profit Risk Rating: 21
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
MFS Series Trust XI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MCBVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MCBVX has been closely correlated with MVCAX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCBVX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MCBVX
1D Price
Change %
MCBVX100%
-0.78%
MVCAX - MCBVX
100%
Closely correlated
-0.76%
JVMRX - MCBVX
93%
Closely correlated
N/A
VEVYX - MCBVX
89%
Closely correlated
N/A
VMVAX - MCBVX
88%
Closely correlated
N/A
VMVIX - MCBVX
88%
Closely correlated
N/A
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