The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Broadcom (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM).
The investment seeks capital appreciation.
The fund normally invests at least 80% of the fund's net assets in equity securities. It may invest the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
The average market capitalization across the MFS Core Equity A MF is 640.23B. The market cap for tickers in the group ranges from 416.24B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is XOM at 416.24B.
The average weekly volume growth across all stocks in the MFS Core Equity A MF was 195%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 39
Price Growth Rating: 36
SMR Rating: 38
Profit Risk Rating: 30
Seasonality Score: 12 (-100 ... +100)