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MLVOX
Mutual Fund ticker: NASDAQ
AS OF
Feb 28 closing price
Price
$19.45
Change
+$0.23 (+1.20%)
Net Assets
392.24M

MLVOX MFS Low Volatility Equity R2 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Blend
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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 R2 MF is 202.7B. The market cap for tickers in the group ranges from 41.22B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is CTSH at 41.22B.

Volume

The average weekly volume growth across all stocks in the MFS Low Volatility Equity R2 MF was 10%. For the same stocks of the MF, the average monthly volume growth was 65% and the average quarterly volume growth was 71%

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: 52
Price Growth Rating: 43
SMR Rating: 37
Profit Risk Rating: 22
Seasonality Score: 19 (-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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MLVOX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLVOX
1D Price
Change %
MLVOX100%
+1.20%
FXAIX - MLVOX
73%
Closely correlated
+1.60%
VFIAX - MLVOX
69%
Closely correlated
+1.60%
VFINX - MLVOX
69%
Closely correlated
+1.60%
FWWMX - MLVOX
67%
Closely correlated
+1.31%
FWMMX - MLVOX
67%
Closely correlated
+1.33%
More