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MVRRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$49.82
Change
+$0.20 (+0.40%)
Net Assets
55.67B

MVRRX MFS Value R2 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Lowe's Companies (NYSE:LOW), ConocoPhillips (NYSE:COP), Comcast Corp (NASDAQ:CMCSA), McKesson Corp (NYSE:MCK), Cigna Group (The) (NYSE:CI).

Industry description

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Market Cap

The average market capitalization across the MFS Value R2 MF is 223.24B. The market cap for tickers in the group ranges from 73.42B to 896.09B. JPM holds the highest valuation in this group at 896.09B. The lowest valued company is CI at 73.42B.

Volume

The average weekly volume growth across all stocks in the MFS Value R2 MF was -79%. For the same stocks of the MF, the average monthly volume growth was -77% and the average quarterly volume growth was -72%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 65
Price Growth Rating: 48
SMR Rating: 47
Profit Risk Rating: 35
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
MFS Series Trust I111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MVRRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MVRRX has been closely correlated with VIVAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVRRX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVRRX
1D Price
Change %
MVRRX100%
+0.40%
VIVAX - MVRRX
86%
Closely correlated
+0.49%
VVIAX - MVRRX
86%
Closely correlated
+0.49%
VIVIX - MVRRX
86%
Closely correlated
+0.49%
FFFMX - MVRRX
83%
Closely correlated
+0.38%
FFMMX - MVRRX
82%
Closely correlated
+0.38%
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