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UIVPX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
4.08M

UIVPX MFS Intrinsic Value R3 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), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), ConocoPhillips (NYSE:COP), 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 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 it believes are undervalued compared to their intrinsic value.

Market Cap

The average market capitalization across the MFS Intrinsic Value R3 MF is 254.02B. The market cap for tickers in the group ranges from 63.49B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is CL at 63.49B.

Volume

The average weekly volume growth across all stocks in the MFS Intrinsic Value R3 MF was 25%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was -4%

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: 47
Price Growth Rating: 35
SMR Rating: 35
Profit Risk Rating: 21
Seasonality Score: -12 (-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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UIVPX and

Correlation & Price change

A.I.dvisor indicates that over the last year, UIVPX has been loosely correlated with FAFGX. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if UIVPX jumps, then FAFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UIVPX
1D Price
Change %
UIVPX100%
N/A
FAFGX - UIVPX
35%
Loosely correlated
+0.14%
FFAFX - UIVPX
35%
Loosely correlated
+0.13%
RGAHX - UIVPX
34%
Loosely correlated
+0.13%
RGEBX - UIVPX
34%
Loosely correlated
+0.13%
GAFFX - UIVPX
33%
Poorly correlated
+0.13%
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