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MTRRX MFS Total Return R2 Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

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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 R2 MF is 658.58B. The market cap for tickers in the group ranges from 80.55B to 2.9T. MSFT holds the highest valuation in this group at 2.9T. The lowest valued company is CI at 80.55B.

Volume

The average weekly volume growth across all stocks in the MFS Total Return R2 MF was -13%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 64
Price Growth Rating: 38
SMR Rating: 26
Profit Risk Rating: 44
Seasonality Score: 1 (-100 ... +100)
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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
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MTRRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MTRRX
1D Price
Change %
MTRRX100%
N/A
BALFX - MTRRX
85%
Closely correlated
-0.79%
BALCX - MTRRX
84%
Closely correlated
-0.79%
CLBCX - MTRRX
72%
Closely correlated
-0.81%
CLBAX - MTRRX
71%
Closely correlated
-0.79%
RLBEX - MTRRX
70%
Closely correlated
-0.79%
More
MFS Total Return R2 (MTRRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com