MENU
+Compare
MLVMX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$19.49
Change
+$0.11 (+0.57%)
Net Assets
357.95M

MLVMX MFS Low Volatility Equity R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Blend
Interact to see
Advertisement
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, depositary receipts, 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 R1 MF is 204.29B. The market cap for tickers in the group ranges from 39.92B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is CTSH at 39.92B.

Volume

The average weekly volume growth across all stocks in the MFS Low Volatility Equity R1 MF was -68%. For the same stocks of the MF, the average monthly volume growth was -68% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 41
Profit Risk Rating: 28
Seasonality Score: 37 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPGM69.840.46
+0.66%
SPDR® Portfolio MSCI Global Stk Mkt ETF
CPSA26.030.06
+0.23%
Calamos S&P 500 Str Alt Prt ETF-Aug
ASET32.910.07
+0.23%
FlexShares Real Assets Allocation ETF
TDSB22.29-0.01
-0.04%
ETC Cabana Target Beta ETF
JUCY22.21-0.05
-0.25%
Aptus Enhanced Yield ETF

MLVMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MLVMX 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 MLVMX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLVMX
1D Price
Change %
MLVMX100%
+0.57%
FXAIX - MLVMX
71%
Closely correlated
+0.85%
VSMPX - MLVMX
69%
Closely correlated
+0.86%
VFINX - MLVMX
69%
Closely correlated
+0.85%
VSTSX - MLVMX
69%
Closely correlated
+0.86%
VFIAX - MLVMX
67%
Closely correlated
+0.85%
More