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Mfs Technology Fund A: (MF: MTCAX)

(MF) As of Jun 21, 2017 06:05 PM ET

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$33.91 USD

+0.28 (0.83%)

Zacks MF Rank 4-Sell       4  

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 May 31, 2017

Total Return %* Percentile Rank Objective
YTD 23.27 40
3 months 12.17 25
6 months 23.22 36
1 Year 29.21 53
3 Year 17.07 34
5 Year 18.85 36
10 Year 11.18 19

* 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 Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 30.28
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2017 378.81
%Turnover 5/31/2017 40.00

Risk

3 Year 5 Year 10 Year
Beta -33.48 -23.54 1.18
Alpha 9.47 15.23 13.62
R Squared 0.03 0.01 0.01
Std. Dev. 13.67 12.72 20.08
Sharpe 1.30 1.54 1.00

Sector / Country Weightings

As of 5/31/2017 % of Portfolio
Technology 73.88
Finance 8.85
Other 7.81
Non-Durable 3.81
Services 2.99
Retail Trade 2.06
Industrial Cyclical 0.60

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 11.78 83.89
FACEBOOK INC 6.94 49.39
AMAZON.COM INC 6.63 47.18
MICROSOFT CORP 5.50 39.18
VISA INC 3.74 26.64
SALESFORCE.COM INC 3.47 24.71
ADOBE SYSTEMS INC 3.47 24.69
MICROCHIP TECHNOLOGY INC 3.33 23.68
APPLE INC 3.00 21.39

Stock Holding % of Net Assets

As Of 2/28/2017
Total Issues 57
Avg. P/E 38.47
Avg. P/Book 6.05
Avg. EPS Growth 14.36
Avg. Market Value (Mil $) 223,530

Allocation

% of Portfolio
Large Growth 81.19
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.66
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00