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MFWJX MFS Global Total Return R4 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Comcast Corp (NASDAQ:CMCSA), Cigna Group (The) (NYSE:CI).

Industry description

The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. 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. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40% of the fund's assets in debt instruments.

Market Cap

The average market capitalization across the MFS Global Total Return R4 MF is 163.25B. The market cap for tickers in the group ranges from 1.93B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is ROG at 1.93B.

Volume

The average weekly volume growth across all stocks in the MFS Global Total Return R4 MF was -6%. For the same stocks of the MF, the average monthly volume growth was 67% 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: 37
P/E Growth Rating: 44
Price Growth Rating: 56
SMR Rating: 69
Profit Risk Rating: 57
Seasonality Score: 62 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
MFS Series Trust VI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MFWJX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MFWJX has been closely correlated with RIREX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if MFWJX jumps, then RIREX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MFWJX
1D Price
Change %
MFWJX100%
-0.22%
RIREX - MFWJX
92%
Closely correlated
-0.44%
RIRCX - MFWJX
92%
Closely correlated
-0.44%
RIRBX - MFWJX
92%
Closely correlated
-0.46%
RIRFX - MFWJX
92%
Closely correlated
-0.44%
FWCBX - MFWJX
92%
Closely correlated
-0.43%
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