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UIVMX MFS Intrinsic Equity R1 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Growth
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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), Analog Devices (NASDAQ:ADI), Charles Schwab Corp (The) (NYSE:SCHW), Salesforce (NYSE:CRM), 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 Equity R1 MF is 646.73B. The market cap for tickers in the group ranges from 39.5B to 2.73T. MSFT holds the highest valuation in this group at 2.73T. The lowest valued company is VMC at 39.5B.

Volume

The average weekly volume growth across all stocks in the MFS Intrinsic Equity R1 MF was 36%. For the same stocks of the MF, the average monthly volume growth was 95% and the average quarterly volume growth was 496%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 56
Price Growth Rating: 44
SMR Rating: 40
Profit Risk Rating: 51
Seasonality Score: 53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
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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UIVMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UIVMX has been closely correlated with RGACX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if UIVMX jumps, then RGACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UIVMX
1D Price
Change %
UIVMX100%
N/A
RGACX - UIVMX
87%
Closely correlated
-0.52%
GFFFX - UIVMX
87%
Closely correlated
-0.52%
RGEBX - UIVMX
73%
Closely correlated
-0.53%
GAFFX - UIVMX
72%
Closely correlated
-0.52%
RGAHX - UIVMX
72%
Closely correlated
-0.52%
More
MFS Intrinsic Equity R1 (UIVMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com