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MVCHX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$31.32
Change
-$0.47 (-1.48%)
Net Assets
17.11B

MVCHX MFS Mid Cap Value R3 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Diamondback Energy (NASDAQ:FANG), PG&E Corp (NYSE:PCG).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Market Cap

The average market capitalization across the MFS Mid Cap Value R3 MF is 38.98B. The market cap for tickers in the group ranges from 8.44B to 85.93B. HWM holds the highest valuation in this group at 85.93B. The lowest valued company is LKQ at 8.44B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Value R3 MF was 9%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 43
Price Growth Rating: 42
SMR Rating: 49
Profit Risk Rating: 32
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
MFS Series Trust XI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MVCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MVCHX has been closely correlated with MVCAX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVCHX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVCHX
1D Price
Change %
MVCHX100%
+0.38%
MVCAX - MVCHX
100%
Closely correlated
+0.38%
VMVIX - MVCHX
92%
Closely correlated
+0.52%
VMVAX - MVCHX
92%
Closely correlated
+0.52%
VEVYX - MVCHX
89%
Closely correlated
+0.38%
JVMIX - MVCHX
85%
Closely correlated
+0.59%
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