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OTCAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 3 closing price
Price
$29.82
Change
+$0.20 (+0.68%)
Net Assets
14.51B

OTCAX MFS Mid Cap Growth A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

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

Industry description

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

Market Cap

The average market capitalization across the MFS Mid Cap Growth A MF is 51.56B. The market cap for tickers in the group ranges from 16.72B to 91.49B. CDNS holds the highest valuation in this group at 91.49B. The lowest valued company is IT at 16.72B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Growth A MF was 7%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 54%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 62
Price Growth Rating: 57
SMR Rating: 34
Profit Risk Rating: 44
Seasonality Score: -28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
MFS Series Trust IV111 Huntington Avenue,24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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OTCAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OTCAX has been closely correlated with VMGIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if OTCAX jumps, then VMGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OTCAX
1D Price
Change %
OTCAX100%
+0.68%
VMGIX - OTCAX
92%
Closely correlated
+0.88%
VMGMX - OTCAX
92%
Closely correlated
+0.88%
FSMAX - OTCAX
91%
Closely correlated
+1.39%
PMBPX - OTCAX
83%
Closely correlated
+0.79%
PMBJX - OTCAX
83%
Closely correlated
+0.80%
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