MENU

MTRCX MFS Total Return C Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

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 C MF is 632.42B. The market cap for tickers in the group ranges from 74.88B to 2.78T. MSFT holds the highest valuation in this group at 2.78T. The lowest valued company is CI at 74.88B.

Volume

The average weekly volume growth across all stocks in the MFS Total Return C MF was 45%. For the same stocks of the MF, the average monthly volume growth was 74% and the average quarterly volume growth was 349%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 62
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 48
Seasonality Score: 46 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
MFS Series Trust V111 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 %
WHIAX5.75N/A
N/A
Nomura High Income Fund Class A
ABEYX21.19N/A
N/A
American Beacon International Eq Y
BUIEX64.00N/A
N/A
Buffalo Blue Chip Growth Instl Cl
JMCEX65.05N/A
N/A
JPMorgan Mid Cap Equity R2
VDMRX11.45N/A
N/A
Virtus KAR Developing Markets R6

MTRCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MTRCX has been closely correlated with CLBFX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTRCX jumps, then CLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MTRCX
1D Price
Change %
MTRCX100%
N/A
CLBFX - MTRCX
72%
Closely correlated
-0.34%
CLBCX - MTRCX
72%
Closely correlated
-0.34%
BALCX - MTRCX
72%
Closely correlated
-0.35%
BALFX - MTRCX
71%
Closely correlated
-0.32%
CLBAX - MTRCX
71%
Closely correlated
-0.34%
More
MFS Total Return C (MTRCX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com