NDVRX MFS New Discovery Value R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund’s net assets in value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. The fund manager focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies). 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 6.83B. The market cap for tickers in the group ranges from 1.4B to 17.37B. EWBC holds the highest valuation in this group at 17.37B. The lowest valued company is NOMD at 1.4B.

Volume

The average weekly volume growth across all stocks in the MFS New Discovery Value R1 MF was 161%. For the same stocks of the MF, the average monthly volume growth was 119% and the average quarterly volume growth was -53%

Fundamental Analysis Ratings

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

Valuation Rating: 40

P/E Growth Rating: 37

Price Growth Rating: 53

SMR Rating: 67

Profit Risk Rating: 70

Seasonality Score: 14 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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NDVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NDVRX has been closely correlated with UBVVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDVRX jumps, then UBVVX could also see price increases.

Ticker / NAME	Correlation To NDVRX	1D Price Change %
NDVRX	100%	+1.38%
UBVVX - NDVRX	93% Closely correlated	+0.78%
VSIAX - NDVRX	89% Closely correlated	+0.71%
VISVX - NDVRX	88% Closely correlated	+0.72%
SSGSX - NDVRX	88% Closely correlated	+1.56%
VSIIX - NDVRX	88% Closely correlated	+0.70%
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