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).
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.
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.
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)