Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Comcast Corp (NASDAQ:CMCSA), Cigna Group (The) (NYSE:CI).
Industry description
The investment seeks total return.
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. Government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund’s assets in equity securities and approximately 40% of the fund's assets in debt instruments.
Market Cap
The average market capitalization across the MFS Total Return R3 MF is 779.11B. The market cap for tickers in the group ranges from 80.55B to 3.89T. MSFT holds the highest valuation in this group at 3.89T. The lowest valued company is CI at 80.55B.
Volume
The average weekly volume growth across all stocks in the MFS Total Return R3 MF was -19%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 60
Price Growth Rating: 48
SMR Rating: 100
Profit Risk Rating: 31
Seasonality Score: 74 (-100 ... +100)