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NDVRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$16.51
Change
-$0.65 (-3.79%)
Net Assets
3.44B

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

Category SmallValue
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 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)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Mfs Series Trust Xiii111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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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 DFSVX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDVRX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NDVRX
1D Price
Change %
NDVRX100%
-1.32%
DFSVX - NDVRX
92%
Closely correlated
-1.38%
DFFVX - NDVRX
92%
Closely correlated
-1.39%
SSGSX - NDVRX
88%
Closely correlated
N/A
ASVRX - NDVRX
88%
Closely correlated
-6.74%
VSIAX - NDVRX
87%
Closely correlated
-1.22%
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