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BRSTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 12 closing price
Price
$14.93
Change
-$0.19 (-1.26%)
Net Assets
315.98M

BRSTX MFS Blended Research Small Cap Eq R3 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Skechers USA (null:SKX).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000® Index over the last 13 months at the time of purchase. The fund may invest the fund's assets in foreign securities.

Market Cap

The average market capitalization across the MFS Blended Research Small Cap Eq R3 MF is 6.25B. The market cap for tickers in the group ranges from 1.24B to 16.49B. APG holds the highest valuation in this group at 16.49B. The lowest valued company is VRNT at 1.24B.

Volume

The average weekly volume growth across all stocks in the MFS Blended Research Small Cap Eq R3 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 58
Price Growth Rating: 64
SMR Rating: 63
Profit Risk Rating: 64
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com
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BRSTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BRSTX has been closely correlated with FTHFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRSTX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRSTX
1D Price
Change %
BRSTX100%
+0.73%
FTHFX - BRSTX
95%
Closely correlated
+1.11%
DFSTX - BRSTX
95%
Closely correlated
+1.08%
NAESX - BRSTX
95%
Closely correlated
+1.13%
VSCPX - BRSTX
95%
Closely correlated
+1.13%
VSCIX - BRSTX
95%
Closely correlated
+1.13%
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