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MVCHX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$30.57
Change
+$0.04 (+0.13%)
Net Assets
17.11B

MVCHX MFS Mid Cap Value R3 Forecast, Technical & Fundamental Analysis

Category MidCapValue
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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 R3 MF is 30.95B. The market cap for tickers in the group ranges from 13.34B to 48.42B. COR holds the highest valuation in this group at 48.42B. The lowest valued company is TOL at 13.34B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Value R3 MF was -12%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 56
Price Growth Rating: 52
SMR Rating: 49
Profit Risk Rating: 20
Seasonality Score: 25 (-100 ... +100)
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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
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MVCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MVCHX 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 MVCHX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVCHX
1D Price
Change %
MVCHX100%
+0.13%
MVCAX - MVCHX
100%
Closely correlated
+0.13%
JVMCX - MVCHX
94%
Closely correlated
+0.04%
JVMAX - MVCHX
94%
Closely correlated
+0.08%
JVMRX - MVCHX
94%
Closely correlated
+0.07%
VEVYX - MVCHX
89%
Closely correlated
N/A
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