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MFELX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$130.98
Change
-$26.28 (-16.71%)
Net Assets
49.63B

MFELX MFS Growth R1 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Boston Scientific Corp (NYSE:BSX).

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. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

Market Cap

The average market capitalization across the MFS Growth R1 MF is 1.64T. The market cap for tickers in the group ranges from 100.1B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is BSX at 100.1B.

Volume

The average weekly volume growth across all stocks in the MFS Growth R1 MF was 26%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 60
Price Growth Rating: 23
SMR Rating: 26
Profit Risk Rating: 12
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
MFS Series Trust II111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MFELX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MFELX has been closely correlated with GFACX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFELX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MFELX
1D Price
Change %
MFELX100%
-16.71%
GFACX - MFELX
84%
Closely correlated
-0.49%
RGAFX - MFELX
79%
Closely correlated
-0.49%
RGAEX - MFELX
79%
Closely correlated
-0.49%
RGAGX - MFELX
76%
Closely correlated
-0.48%
GFAFX - MFELX
75%
Closely correlated
-0.49%
More