EQNTX MFS Equity Income R3 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Wells Fargo & Co (NYSE:WFC), Lam Research Corp (NASDAQ:LRCX), McKesson Corp (NYSE:MCK), Cigna Group (The) (NYSE:CI), Target Corp (NYSE:TGT).

The investment seeks total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. The fund may invest its assets in foreign securities.

The average market capitalization across the MFS Equity Income R3 MF is 1.24T. The market cap for tickers in the group ranges from 41.28B to 3.82T. MSFT holds the highest valuation in this group at 3.82T. The lowest valued company is TGT at 41.28B.

The average weekly volume growth across all stocks in the MFS Equity Income R3 MF was 15%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -12%