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Mfs Tech Fd Cl A: (MF: MTCAX)

(MF) As of Sep 3, 2015 06:05 PM ET

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$24.45 USD

+0.03 (0.12%)

Zacks MF Rank : 5 - Strong Sell [?]         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD 7.18 27
3 months 4.10 17
6 months 11.81 13
1 Year 14.08 37
3 Year 18.80 43
5 Year 17.57 13
10 Year 11.42 11

* Annual for three years and beyond.

Zacks Premium Research for MTCAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 31.19
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 191.70
%Turnover 7/31/2015 38.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.05 1.18
Alpha 0.30 0.70 3.23
R Squared 0.62 0.77 0.77
Std. Dev. 11.53 14.02 19.95
Sharpe 1.69 1.33 1.00

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
Technology 72.10
Other 9.11
Finance 6.49
Non-Durable 4.24
Services 3.95
Industrial Cyclical 1.62
Retail Trade 1.49
Health 1.00

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2015)
% of Portfolio Value (Mil$)
GOOGLE INC 7.77 27.45
APPLE INC 5.52 19.50
AMAZON.COM INC 4.33 15.30
VISA INC 4.33 15.29
FACEBOOK INC 4.29 15.18
ORACLE CORP 3.97 14.03
MASTERCARD INC 3.17 11.21
SALESFORCE.COM INC 3.14 11.11
CISCO SYSTEMS INC 3.08 10.87

Stock Holding % of Net Assets

As Of 5/31/2015
Total Issues 74
Avg. P/E 44.05
Avg. P/Book 5.66
Avg. EPS Growth 13.49
Avg. Market Value (Mil $) 129,359

Allocation

% of Portfolio
Large Growth 84.93
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 3.87
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00