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UIVIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.03
Change
+$0.10 (+0.84%)
Net Assets
5.01M

UIVIX MFS Intrinsic Value I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Charles Schwab Corp (The) (NYSE:SCHW), Analog Devices (NASDAQ:ADI), Colgate-Palmolive Company (NYSE:CL).

Industry description

The investment seeks capital appreciation. The fund’s investment adviser normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund’s investment adviser focuses on investing the fund’s assets in the stocks of companies that the advisor believes are undervalued compared to their intrinsic value.

Market Cap

The average market capitalization across the MFS Intrinsic Value I MF is 677.94B. The market cap for tickers in the group ranges from 36.1B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is VMC at 36.1B.

Volume

The average weekly volume growth across all stocks in the MFS Intrinsic Value I MF was 165%. For the same stocks of the MF, the average monthly volume growth was 184% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 57
Price Growth Rating: 43
SMR Rating: 37
Profit Risk Rating: 18
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
MFS Series Trust VII111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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UIVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UIVIX has been closely correlated with VIGRX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if UIVIX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UIVIX
1D Price
Change %
UIVIX100%
+0.84%
VIGRX - UIVIX
83%
Closely correlated
+1.05%
VIGAX - UIVIX
83%
Closely correlated
+1.06%
VIGIX - UIVIX
83%
Closely correlated
+1.05%
RGAHX - UIVIX
65%
Loosely correlated
+0.91%
RGEBX - UIVIX
64%
Loosely correlated
+0.91%
More