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MLVGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$18.54
Change
+$0.12 (+0.65%)
Net Assets
396.63M

MLVGX MFS Low Volatility Equity C Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Accenture PLC (NYSE:ACN), McKesson Corp (NYSE:MCK).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund's investment adviser uses an active bottom-up approach to buying and selling investments for the fund.

Market Cap

The average market capitalization across the MFS Low Volatility Equity C MF is 203.77B. The market cap for tickers in the group ranges from 39.28B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is CTSH at 39.28B.

Volume

The average weekly volume growth across all stocks in the MFS Low Volatility Equity C MF was 169%. For the same stocks of the MF, the average monthly volume growth was 144% and the average quarterly volume growth was 43%

Fundamental Analysis Ratings

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

Valuation Rating: 45
P/E Growth Rating: 61
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 22
Seasonality Score: 20 (-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 I111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MLVGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MLVGX has been closely correlated with FXAIX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if MLVGX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLVGX
1D Price
Change %
MLVGX100%
+0.65%
FXAIX - MLVGX
71%
Closely correlated
+1.10%
VFINX - MLVGX
69%
Closely correlated
+1.09%
VFIAX - MLVGX
68%
Closely correlated
+1.09%
FWWMX - MLVGX
67%
Closely correlated
+1.10%
FWMMX - MLVGX
67%
Closely correlated
+1.10%
More