MTRIX MFS Total Return I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Comcast Corp (NASDAQ:CMCSA), Cigna Group (The) (NYSE:CI).

The investment seeks total return. The fund invests its assets in equity securities and debt instruments. 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. Debt instruments include corporate bonds, U.S. Government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund’s assets in equity securities and approximately 40% of the fund's assets in debt instruments.

The average market capitalization across the MFS Total Return I MF is 746B. The market cap for tickers in the group ranges from 81.5B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is CI at 81.5B.

The average weekly volume growth across all stocks in the MFS Total Return I MF was 47%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was -21%