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NDVTX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
3.41B

NDVTX MFS New Discovery Value R3 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 R3 MF is 4.66B. The market cap for tickers in the group ranges from 2.72B to 13.23B. LKQ holds the highest valuation in this group at 13.23B. The lowest valued company is NOMD at 2.72B.

Volume

The average weekly volume growth across all stocks in the MFS New Discovery Value R3 MF was -67%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 49
Price Growth Rating: 52
SMR Rating: 55
Profit Risk Rating: 64
Seasonality Score: -19 (-100 ... +100)
View a ticker or compare two or three
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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NDVTX and

Correlation & Price change

A.I.dvisor indicates that over the last year, NDVTX has been closely correlated with WCMFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDVTX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NDVTX
1D Price
Change %
NDVTX100%
-0.12%
WCMFX - NDVTX
85%
Closely correlated
N/A
WCMJX - NDVTX
85%
Closely correlated
N/A
VSIAX - NDVTX
83%
Closely correlated
-0.39%
VISVX - NDVTX
83%
Closely correlated
-0.39%
VSIIX - NDVTX
83%
Closely correlated
-0.42%
More