OTCHX MFS Mid Cap Growth R3 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Growth

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

Market Cap

The average market capitalization across the MFS Mid Cap Growth R3 MF is 53.12B. The market cap for tickers in the group ranges from 18.58B to 96.29B. CDNS holds the highest valuation in this group at 96.29B. The lowest valued company is IT at 18.58B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Growth R3 MF was -1%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -47%

Fundamental Analysis Ratings

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

Valuation Rating: 70

P/E Growth Rating: 56

Price Growth Rating: 43

SMR Rating: 32

Profit Risk Rating: 34

Seasonality Score: 47 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Fundamentals

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OTCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OTCHX has been closely correlated with VMGIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if OTCHX jumps, then VMGIX could also see price increases.

Ticker / NAME	Correlation To OTCHX	1D Price Change %
OTCHX	100%	N/A
VMGIX - OTCHX	92% Closely correlated	N/A
VMGMX - OTCHX	92% Closely correlated	N/A
FSMAX - OTCHX	91% Closely correlated	N/A
PEMGX - OTCHX	90% Closely correlated	N/A
PMBPX - OTCHX	84% Closely correlated	N/A
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