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Mfs Technology Fund A: (MF: MTCAX)

(MF) As of Mar 29, 2017 06:05 PM ET

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$31.01 USD

+0.19 (0.62%)

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 Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 9.89 55
3 months 9.84 51
6 months 8.95 75
1 Year 30.35 49
3 Year 11.76 35
5 Year 14.79 24
10 Year 10.76 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 $) 2/28/2017 322.84
%Turnover 2/28/2017 30.00

Risk

3 Year 5 Year 10 Year
Beta 1.12 1.11 1.15
Alpha 0.14 -0.33 2.70
R Squared 0.71 0.69 0.79
Std. Dev. 13.81 13.58 20.02
Sharpe 0.91 1.15 1.00

Sector / Country Weightings

As of 2/28/2017 % 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 51.49
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.14
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 28.51
High Yield Bond 0.00