+Compare
MRGAX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
6.22B

MRGAX MFS Core Equity A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

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.

Volume

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)
View a ticker or compare two or three
Ad is loading...
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
MFs / NAMEPrice $Chg $Chg %
BRSDX13.990.47
+3.48%
MFS Blended Research Small Cap Eq A
DNREX12.730.35
+2.83%
Dunham Real Estate Stock N
SFCWX63.771.02
+1.63%
American Funds SMALLCAP World F3
FTQGX29.600.11
+0.37%
Fidelity® Focused Stock
JOEAX10.560.03
+0.28%
JOHCM Emerging Markets Opps Investor

MRGAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, MRGAX has been closely correlated with VSTSX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRGAX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MRGAX
1D Price
Change %
MRGAX100%
+0.77%
VSTSX - MRGAX
85%
Closely correlated
+0.86%
VTSMX - MRGAX
85%
Closely correlated
+0.85%
VSMPX - MRGAX
85%
Closely correlated
+0.86%
VITSX - MRGAX
84%
Closely correlated
+0.85%
VTSAX - MRGAX
84%
Closely correlated
+0.85%
More