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MTRCX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MTRCX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Comcast Corp (NASDAQ:CMCSA), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), 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 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, and other obligations to repay money borrowed. It generally invests approximately 60% of its assets in equity securities and approximately 40% of its assets in debt instruments.

Market Cap

The average market capitalization across the MFS Total Return C MF is 627.07B. The market cap for tickers in the group ranges from 103.02B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CI at 103.02B.

Volume

The average weekly volume growth across all stocks in the MFS Total Return C MF was -30%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 42
Price Growth Rating: 28
SMR Rating: 33
Profit Risk Rating: 24
Seasonality Score: 29 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com