Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Morgan Stanley (NYSE:MS), KLA Corporation (NASDAQ:KLAC), Analog Devices (NASDAQ:ADI), Cigna Group (The) (NYSE:CI).
Industry description
The investment seeks capital appreciation.
The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).
Market Cap
The average market capitalization across the MFS Value R3 MF is 892.17B. The market cap for tickers in the group ranges from 73.33B to 4.51T. AAPL holds the highest valuation in this group at 4.51T. The lowest valued company is CI at 73.33B.
Volume
The average weekly volume growth across all stocks in the MFS Value R3 MF was 28%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -51%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 52
Price Growth Rating: 41
SMR Rating: 40
Profit Risk Rating: 34
Seasonality Score: -19 (-100 ... +100)