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UIVQX MFS Intrinsic Equity R4 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), Salesforce (NYSE:CRM), Charles Schwab Corp (The) (NYSE:SCHW), 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 R4 MF is 730.11B. The market cap for tickers in the group ranges from 36.57B to 3.28T. MSFT holds the highest valuation in this group at 3.28T. The lowest valued company is VMC at 36.57B.

Volume

The average weekly volume growth across all stocks in the MFS Intrinsic Equity R4 MF was 17%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 56
Price Growth Rating: 43
SMR Rating: 41
Profit Risk Rating: 48
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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UIVQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UIVQX has been closely correlated with RGABX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if UIVQX jumps, then RGABX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UIVQX
1D Price
Change %
UIVQX100%
N/A
RGABX - UIVQX
81%
Closely correlated
N/A
RGEBX - UIVQX
72%
Closely correlated
N/A
GAFFX - UIVQX
72%
Closely correlated
N/A
RGAHX - UIVQX
72%
Closely correlated
N/A
GFAFX - UIVQX
63%
Loosely correlated
N/A
More
MFS Intrinsic Equity R4 (UIVQX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com