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MIRTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$33.42
Change
+$0.27 (+0.81%)
Net Assets
6.89B

MIRTX MFS Massachusetts Investors Tr R2 Forecast, Technical & Fundamental Analysis

Category LargeBlend
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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), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), ConocoPhillips (NYSE:COP).

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. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS Massachusetts Investors Tr R2 MF is 1.56T. The market cap for tickers in the group ranges from 151.38B to 3.43T. NVDA holds the highest valuation in this group at 3.43T. The lowest valued company is COP at 151.38B.

Volume

The average weekly volume growth across all stocks in the MFS Massachusetts Investors Tr R2 MF was -62%. For the same stocks of the MF, the average monthly volume growth was -56% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 58
Price Growth Rating: 35
SMR Rating: 26
Profit Risk Rating: 15
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Massachusetts Investors Trust111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MIRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MIRTX has been closely correlated with VFFSX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if MIRTX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MIRTX
1D Price
Change %
MIRTX100%
+0.81%
VFFSX - MIRTX
73%
Closely correlated
+1.10%
FXAIX - MIRTX
68%
Closely correlated
+1.10%
VFIAX - MIRTX
65%
Loosely correlated
+1.10%
VFINX - MIRTX
65%
Loosely correlated
+1.10%
FWWMX - MIRTX
63%
Loosely correlated
+0.98%
More