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OTCHX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$28.69
Change
-$0.07 (-0.24%)
Net Assets
15.25B

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

Category MidCapGrowth
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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 49.75B. The market cap for tickers in the group ranges from 30.11B to 87.98B. SNPS holds the highest valuation in this group at 87.98B. The lowest valued company is MPWR at 30.11B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Growth R3 MF was -15%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 58
Price Growth Rating: 48
SMR Rating: 35
Profit Risk Rating: 12
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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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 FSMAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if OTCHX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OTCHX
1D Price
Change %
OTCHX100%
N/A
FSMAX - OTCHX
91%
Closely correlated
-0.16%
PMAQX - OTCHX
90%
Closely correlated
+0.33%
PEMGX - OTCHX
90%
Closely correlated
+0.30%
JDMAX - OTCHX
76%
Closely correlated
+0.13%
JDMRX - OTCHX
75%
Closely correlated
+0.13%
More