NDVSX MFS New Discovery Value R2 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 R2 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 R2 MF was -51%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -12%

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: 65

Price Growth Rating: 47

SMR Rating: 54

Profit Risk Rating: 55

Seasonality Score: 43 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
REACX	27.66	0.16	+0.58%
American Century Real Estate Inv
DVRUX	16.85	N/A	N/A
UBS US Dividend Ruler P
WEBCX	11.12	N/A	N/A
TETON Westwood Balanced A
MDCIX	18.19	N/A	N/A
Madison Mid Cap I
RTLCX	79.36	-0.01	-0.01%
Russell Inv Tax-Managed US Large Cap C

NDVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NDVSX 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 NDVSX jumps, then DFSVX could also see price increases.

Ticker / NAME	Correlation To NDVSX	1D Price Change %
NDVSX	100%	-0.45%
DFSVX - NDVSX	92% Closely correlated	-0.48%
DFFVX - NDVSX	91% Closely correlated	-0.52%
SSGSX - NDVSX	89% Closely correlated	-0.38%
ASVRX - NDVSX	88% Closely correlated	-0.61%
VSIAX - NDVSX	87% Closely correlated	-0.41%
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