MENU
+Compare
MVCGX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$26.96
Change
-$0.06 (-0.22%)
Net Assets
16.66B

MVCGX MFS Mid Cap Value R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PG&E Corp (NYSE:PCG), Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Market Cap

The average market capitalization across the MFS Mid Cap Value R1 MF is 33.6B. The market cap for tickers in the group ranges from 13.34B to 70.65B. HWM holds the highest valuation in this group at 70.65B. The lowest valued company is TOL at 13.34B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Value R1 MF was 75%. For the same stocks of the MF, the average monthly volume growth was 103% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 51
Price Growth Rating: 44
SMR Rating: 48
Profit Risk Rating: 25
Seasonality Score: -35 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
MFS Series Trust XI111 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
ETFs / NAMEPrice $Chg $Chg %
CLIX51.760.42
+0.82%
ProShares Long Online/Short Stores ETF
PZA22.31N/A
N/A
Invesco National AMT-Free Muni Bd ETF
CXH7.56N/A
N/A
MFS Investment Grade Municipal Trust
NPV11.15-0.01
-0.09%
Nuveen Virginia Quality Municipal Income Fund
IHE65.50-0.12
-0.18%
iShares US Pharmaceuticals ETF

MVCGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MVCGX has been closely correlated with MVCAX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVCGX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVCGX
1D Price
Change %
MVCGX100%
N/A
MVCAX - MVCGX
100%
Closely correlated
N/A
JVMCX - MVCGX
94%
Closely correlated
N/A
JVMRX - MVCGX
93%
Closely correlated
N/A
VEVYX - MVCGX
89%
Closely correlated
N/A
VMVAX - MVCGX
87%
Closely correlated
N/A
More