NDVIX MFS New Discovery Value I Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund’s assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth. MFS may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS New Discovery Value I MF is 6.79B. The market cap for tickers in the group ranges from 3.12B to 14.24B. LKQ holds the highest valuation in this group at 14.24B. The lowest valued company is NWE at 3.12B.

Volume

The average weekly volume growth across all stocks in the MFS New Discovery Value I MF was 40%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 54

P/E Growth Rating: 42

Price Growth Rating: 48

SMR Rating: 57

Profit Risk Rating: 59

Seasonality Score: 11 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
SVAIX	5.91	0.04	+0.68%
Federated Hermes Strategic Value Div IS
JRSAX	11.18	N/A	N/A
JH Adaptive Risk Mgd U.S. Eq A
MSFEX	14.78	-0.02	-0.14%
Morgan Stanley Inst Next Gen Em Mkts C
PJIZX	7.76	-0.04	-0.51%
PGIM Quant Solutions International Eq Z
MKFOX	7.80	-0.10	-1.27%
BlackRock Large Cap Focus Growth K

NDVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NDVIX has been closely correlated with DFSVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDVIX jumps, then DFSVX could also see price increases.

Ticker / NAME	Correlation To NDVIX	1D Price Change %
NDVIX	100%	+1.18%
DFSVX - NDVIX	90% Closely correlated	+1.74%
DFFVX - NDVIX	89% Closely correlated	+1.63%
VSIAX - NDVIX	84% Closely correlated	+1.22%
VISVX - NDVIX	84% Closely correlated	+1.22%
VSIIX - NDVIX	84% Closely correlated	+1.22%
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