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Mfs Technology Fund A: (MF: MTCAX)

(MF) As of Feb 17, 2017 06:05 PM ET

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$30.18 USD

+0.06 (0.20%)

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 Jan 31, 2017

Total Return %* Percentile Rank Objective
YTD 5.49 54
3 months 2.80 94
6 months 6.74 64
1 Year 21.63 64
3 Year 12.22 34
5 Year 15.30 24
10 Year 10.29 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 [?] Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 24.17
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 1/31/2017 339.75
%Turnover 1/31/2017 30.00

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.11 1.15
Alpha 0.28 -0.11 2.98
R Squared 0.72 0.70 0.79
Std. Dev. 13.93 13.72 20.00
Sharpe 0.94 1.18 1.00

Sector / Country Weightings

As of 1/31/2017 % of Portfolio
Technology 74.37
Finance 9.01
Other 8.33
Services 3.51
Retail Trade 2.46
Non-Durable 2.32

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 12.18 78.06
AMAZON.COM INC 7.41 47.46
FACEBOOK INC 6.81 43.60
MICROSOFT CORP 6.10 39.07
MICROCHIP TECHNOLOGY INC 3.78 24.25
HEWLETT PACKARD ENTERPRIS 3.53 22.61
VISA INC 3.47 22.25
SALESFORCE.COM INC 3.38 21.65
ADOBE SYSTEMS INC 3.25 20.81

Stock Holding % of Net Assets

As Of 11/30/2016
Total Issues 51
Avg. P/E 38.07
Avg. P/Book 6.06
Avg. EPS Growth 15.6
Avg. Market Value (Mil $) 203,410

Allocation

% of Portfolio
Large Growth 55.01
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.22
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 27.63
High Yield Bond 0.00