MFSYX Madison Sustainable Equity Y Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Nextera Energy Inc (NYSE:NEE).

Industry description

The investment seeks long-term capital appreciation. The fund will invest primarily in common stocks of high-quality, large cap companies that the fund's investment adviser, Madison Asset Management, LLC ("Madison") believes incorporate sustainability into their overall strategy. Under normal conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in stocks that meet Madison's fundamental and sustainability criteria. To the extent invested in common stocks, the fund generally invests in only 35-50 companies at any given time.

Market Cap

The average market capitalization across the Madison Sustainable Equity Y MF is 1.08T. The market cap for tickers in the group ranges from 131.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NEE at 131.17B.

Volume

The average weekly volume growth across all stocks in the Madison Sustainable Equity Y MF was -7%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 77

P/E Growth Rating: 50

Price Growth Rating: 35

SMR Rating: 30

Profit Risk Rating: 13

Seasonality Score: 19 (-100 ... +100)

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published General Information

General Information

Category LargeBlend

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Fundamentals

Details

	1 Day
AEUDX	9.57	0.03	+0.31%
American Century Equity Income R6
CLTIX	16.21	0.03	+0.19%
Catalyst/Lyons Tactical Allocation I
JRSDX	12.15	0.02	+0.16%
JH Adaptive Risk Mgd U.S. Eq D
PHSZX	52.76	N/A	N/A
PGIM Jennison Health Sciences Z
NWHQX	34.93	-0.14	-0.40%
Nationwide Bailard Tech & Sci M

MFSYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MFSYX has been closely correlated with FXAIX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFSYX jumps, then FXAIX could also see price increases.

Ticker / NAME	Correlation To MFSYX	1D Price Change %
MFSYX	100%	-0.17%
FXAIX - MFSYX	96% Closely correlated	+0.10%
VTSAX - MFSYX	94% Closely correlated	+0.30%
VSMPX - MFSYX	94% Closely correlated	+0.30%
VSTSX - MFSYX	94% Closely correlated	+0.30%
VTSMX - MFSYX	94% Closely correlated	+0.29%
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