MENU
+Compare
MDVSX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$8.75
Change
+$0.67 (+8.29%)
Net Assets
459.63M

MDVSX MassMutual Diversified Value R5 Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities of larger, well-established companies... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Philip Morris International (NYSE:PM), QUALCOMM (NASDAQ:QCOM), Elevance Health (NYSE:ELV).

Industry description

The investment seeks to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities of larger, well-established companies. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks, securities convertible into stocks, and other securities, such as warrants and stock rights, whose value is based on stock prices. It typically invests most of its assets in securities of U.S. companies, but may invest up to 25% of its total assets in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities.

Market Cap

The average market capitalization across the MassMutual Diversified Value R5 MF is 367.93B. The market cap for tickers in the group ranges from 75.26B to 848.9B. JPM holds the highest valuation in this group at 848.9B. The lowest valued company is ELV at 75.26B.

Volume

The average weekly volume growth across all stocks in the MassMutual Diversified Value R5 MF was 52%. For the same stocks of the MF, the average monthly volume growth was 111% and the average quarterly volume growth was 86%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 35
Price Growth Rating: 34
SMR Rating: 42
Profit Risk Rating: 26
Seasonality Score: -11 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Massmutual Select Funds1295 State StSpringfield
Phone
N/A
Web
www.massmutual.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SIFAX8.210.09
+1.11%
SEI Multi-Asset Inflation Mgd F (SIMT)
NSIDX16.46N/A
N/A
Northern Small Cap Index
ANODX23.89-0.11
-0.46%
American Century Small Cap Growth R6
OSTFX20.02-0.24
-1.18%
Osterweis
AGTHX79.64-1.49
-1.84%
American Funds Growth Fund of Amer A

MDVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MDVSX has been loosely correlated with FFMMX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if MDVSX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MDVSX
1D Price
Change %
MDVSX100%
+0.58%
FFMMX - MDVSX
60%
Loosely correlated
+0.33%
FFFMX - MDVSX
60%
Loosely correlated
+0.33%
VIVIX - MDVSX
52%
Loosely correlated
+0.85%
VVIAX - MDVSX
51%
Loosely correlated
+0.83%
VIVAX - MDVSX
50%
Loosely correlated
+0.83%
More