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Mfs Tech Fd Cl A: (MF: MTCAX)

(MF) As of Aug 26, 2016 06:05 PM ET

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$28.28 USD

+0.07 (0.25%)

Zacks MF Rank [?]: 1-Strong Buy 1        

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, 2016

Total Return %* Percentile Rank Objective
YTD 6.90 35
3 months 9.52 62
6 months 13.94 55
1 Year 10.09 23
3 Year 15.17 31
5 Year 14.65 14
10 Year 12.35 7

* 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 Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 26.54
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2016 292.15
%Turnover 7/31/2016 40.00

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.09 1.17
Alpha 2.40 0.36 4.01
R Squared 0.81 0.78 0.79
Std. Dev. 14.10 14.88 20.20
Sharpe 1.15 1.06 1.00

Sector / Country Weightings

As of 7/31/2016 % of Portfolio
Technology 76.33
Finance 9.53
Other 6.77
Services 3.35
Non-Durable 1.95
Retail Trade 1.75
Industrial Cyclical 0.32

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 11.39 59.16
FACEBOOK INC 7.04 36.57
AMAZON.COM INC 6.30 32.71
MICROSOFT CORP 6.12 31.78
VISA INC 4.35 22.57
CISCO SYSTEMS INC 4.14 21.51
SALESFORCE.COM INC 4.09 21.22
HEWLETT PACKARD ENTERPRIS 4.04 21.01
APPLE INC 3.18 16.49

Stock Holding % of Net Assets

As Of 5/31/2016
Total Issues 57
Avg. P/E 37.88
Avg. P/Book 6.19
Avg. EPS Growth 17.17
Avg. Market Value (Mil $) 190,639

Allocation

% of Portfolio
Large Growth 91.50
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00