MENU

MLVRX MFS Low Volatility Equity R4 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), McKesson Corp (NYSE:MCK), Accenture PLC (NYSE:ACN).

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 R4 MF is 255.58B. The market cap for tickers in the group ranges from 20.64B to 1.05T. LLY holds the highest valuation in this group at 1.05T. The lowest valued company is CTSH at 20.64B.

Volume

The average weekly volume growth across all stocks in the MFS Low Volatility Equity R4 MF was -14%. For the same stocks of the MF, the average monthly volume growth was -80% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 63
Price Growth Rating: 42
SMR Rating: 41
Profit Risk Rating: 37
Seasonality Score: 24 (-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
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
STOCK / NAMEPrice $Chg $Chg %
CRGO1.250.04
+2.89%
Freightos Limited
ASTH45.460.91
+2.04%
Astrana Health
SRTA5.160.10
+1.98%
Strata Critical Medical Inc
FGNXP25.250.16
+0.64%
Fundamental Global Inc
CSGP28.50-1.18
-3.98%
CoStar Group

MLVRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLVRX
1D Price
Change %
MLVRX100%
N/A
FXAIX - MLVRX
73%
Closely correlated
N/A
VFIAX - MLVRX
69%
Closely correlated
N/A
VFINX - MLVRX
69%
Closely correlated
N/A
FWWMX - MLVRX
67%
Closely correlated
+0.31%
FWMMX - MLVRX
67%
Closely correlated
+0.31%
More
MFS Low Volatility Equity R4 (MLVRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com