MLVRX MFS Low Volatility Equity R4 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Valero Energy Corp (NYSE:VLO), McKesson Corp (NYSE:MCK).

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.

The average market capitalization across the MFS Low Volatility Equity R4 MF is 1.16T. The market cap for tickers in the group ranges from 27.97B to 5.37T. NVDA holds the highest valuation in this group at 5.37T. The lowest valued company is TDY at 27.97B.

The average weekly volume growth across all stocks in the MFS Low Volatility Equity R4 MF was -3%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -46%