NDVTX MFS New Discovery Value R3 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 its assets in equity securities. Equity securities include common stocks, depositary receipts, 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 6.89B. The market cap for tickers in the group ranges from 1.41B to 16.71B. EWBC holds the highest valuation in this group at 16.71B. The lowest valued company is NOMD at 1.41B.

Volume

The average weekly volume growth across all stocks in the MFS New Discovery Value R3 MF was -4%. For the same stocks of the MF, the average monthly volume growth was -53% 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: 44

P/E Growth Rating: 38

Price Growth Rating: 56

SMR Rating: 67

Profit Risk Rating: 72

Seasonality Score: 5 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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NDVTX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To NDVTX	1D Price Change %
NDVTX	100%	N/A
UBVVX - NDVTX	93% Closely correlated	N/A
VSIAX - NDVTX	89% Closely correlated	N/A
VISVX - NDVTX	89% Closely correlated	N/A
VSIIX - NDVTX	89% Closely correlated	N/A
SSGSX - NDVTX	89% Closely correlated	N/A
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