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MFRHX MFS Research R3 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Salesforce (NYSE:CRM).

Industry description

The investment seeks capital appreciation. The fund normally invests its 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.

Market Cap

The average market capitalization across the MFS Research R3 MF is 1.58T. The market cap for tickers in the group ranges from 293.19B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CRM at 293.19B.

Volume

The average weekly volume growth across all stocks in the MFS Research R3 MF was 20%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 64
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MFRHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MFRHX has been closely correlated with VTSAX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFRHX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MFRHX
1D Price
Change %
MFRHX100%
-0.15%
VTSAX - MFRHX
81%
Closely correlated
-0.31%
VSTSX - MFRHX
81%
Closely correlated
-0.32%
VITSX - MFRHX
81%
Closely correlated
-0.31%
VTSMX - MFRHX
81%
Closely correlated
-0.32%
VSMPX - MFRHX
81%
Closely correlated
-0.32%
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