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MRGBX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$42.72
Change
-$4.17 (-8.89%)
Net Assets
7.01B

MRGBX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), 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 B MF is 1.69T. The market cap for tickers in the group ranges from 461.22B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is XOM at 461.22B.

Volume

The average weekly volume growth across all stocks in the MFS Core Equity B MF was 23%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 58
Price Growth Rating: 29
SMR Rating: 23
Profit Risk Rating: 12
Seasonality Score: 9 (-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