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 R1 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 R1 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 65
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 58
Seasonality Score: 48 (-100 ... +100)