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MITHX MFS Massachusetts Investors Tr 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), 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 R3 MF is 1.44T. The market cap for tickers in the group ranges from 151.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is COP at 151.38B.

Volume

The average weekly volume growth across all stocks in the MFS Massachusetts Investors Tr R3 MF was 22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 64
Price Growth Rating: 45
SMR Rating: 28
Profit Risk Rating: 20
Seasonality Score: 4 (-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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MITHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MITHX has been closely correlated with FXAIX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if MITHX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MITHX
1D Price
Change %
MITHX100%
-0.81%
FXAIX - MITHX
70%
Closely correlated
-0.51%
VSTSX - MITHX
67%
Closely correlated
-0.32%
VFFSX - MITHX
67%
Closely correlated
-0.51%
VTSAX - MITHX
67%
Closely correlated
-0.31%
VSMPX - MITHX
67%
Closely correlated
-0.32%
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