OTCJX MFS Mid Cap Growth R4 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 R4 MF is 57.9B. The market cap for tickers in the group ranges from 8.65B to 110.08B. HWM holds the highest valuation in this group at 110.08B. The lowest valued company is IT at 8.65B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Growth R4 MF was 3%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 440%

Fundamental Analysis Ratings

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

Valuation Rating: 66

P/E Growth Rating: 50

Price Growth Rating: 36

SMR Rating: 40

Profit Risk Rating: 50

Seasonality Score: 37 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Details

	1 Day
USGRX	27.52	N/A	N/A
Victory Growth & Income
VLCGX	17.89	N/A	N/A
VALIC Company I Large Cap Core
RYBCX	69.22	N/A	N/A
Rydex Basic Materials C
VVORX	27.97	N/A	N/A
Invesco Value Opportunities R
JFDRX	13.84	N/A	N/A
JHancock Financial Industries R6

OTCJX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To OTCJX	1D Price Change %
OTCJX	100%	N/A
FSMAX - OTCJX	91% Closely correlated	N/A
PEMGX - OTCJX	90% Closely correlated	N/A
PMBJX - OTCJX	84% Closely correlated	N/A
JDMAX - OTCJX	76% Closely correlated	+0.71%
VMGMX - OTCJX	75% Closely correlated	N/A
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