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OTCGX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$23.04
Change
+$0.01 (+0.04%)
Net Assets
15.17B

OTCGX MFS Mid Cap Growth R1 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 R1 MF is 54.28B. The market cap for tickers in the group ranges from 18.08B to 114.34B. SNPS holds the highest valuation in this group at 114.34B. The lowest valued company is IT at 18.08B.

Volume

The average weekly volume growth across all stocks in the MFS Mid Cap Growth R1 MF was 20%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was 19%

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: 54
Price Growth Rating: 42
SMR Rating: 32
Profit Risk Rating: 30
Seasonality Score: -25 (-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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OTCGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OTCGX has been closely correlated with VMGIX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if OTCGX jumps, then VMGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OTCGX
1D Price
Change %
OTCGX100%
+0.04%
VMGIX - OTCGX
90%
Closely correlated
-0.07%
VMGMX - OTCGX
90%
Closely correlated
-0.07%
PCBIX - OTCGX
82%
Closely correlated
-0.30%
PMBJX - OTCGX
82%
Closely correlated
-0.30%
PMAQX - OTCGX
82%
Closely correlated
-0.30%
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