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MWELX
Mutual Fund ticker: NASDAQ
AS OF
May 22 closing price
Price
$45.48
Change
-$0.12 (-0.26%)
Net Assets
2.21B

MWELX MFS Global Equity R4 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Comcast Corp (NASDAQ:CMCSA), Charles Schwab Corp (The) (NYSE:SCHW), Medtronic plc (NYSE:MDT), Suncor Energy (NYSE:SU).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. 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. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Market Cap

The average market capitalization across the MFS Global Equity R4 MF is 345.07B. The market cap for tickers in the group ranges from 3.79B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is MC at 3.79B.

Volume

The average weekly volume growth across all stocks in the MFS Global Equity R4 MF was 28%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was 61%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 61
Price Growth Rating: 47
SMR Rating: 100
Profit Risk Rating: 42
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
MFS Series Trust VI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MWELX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MWELX has been closely correlated with CWGCX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MWELX jumps, then CWGCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MWELX
1D Price
Change %
MWELX100%
N/A
CWGCX - MWELX
77%
Closely correlated
-1.05%
CWGFX - MWELX
77%
Closely correlated
-1.03%
RWBEX - MWELX
69%
Closely correlated
-1.04%
RWIHX - MWELX
69%
Closely correlated
-1.05%
FWGIX - MWELX
69%
Closely correlated
-1.03%
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