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Mfs Technology Fund - Class A: (MF: MTCAX)

(NASDAQ Mutual Funds) As of Jan 18, 2018 10:37 PM ET

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$38.99 USD

+0.30 (0.78%)

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 Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 38.49 36
3 months 6.71 32
6 months 14.88 42
1 Year 38.49 36
3 Year 18.25 34
5 Year 19.80 42
10 Year 11.35 30

* 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
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Portfolio Statistics

%Unrealized Gain YTD 36.68
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 385.09
%Turnover 12/31/2017 43.00

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.02 1.17
Alpha 5.12 3.49 1.98
R Squared 0.66 0.61 0.79
Std. Dev. 14.01 12.37 19.91
Sharpe 1.34 1.64 1.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
Technology 70.64
Finance 11.31
Non-Durable 5.02
Other 4.05
Retail Trade 3.93
Services 3.58
Industrial Cyclical 1.47

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 9.99 86.05
FACEBOOK INC 9.59 82.61
AMAZON.COM INC 5.75 49.52
MICROSOFT CORP 4.16 35.82
DXC TECHNOLOGY COMPANY 3.95 34.00
SALESFORCE.COM INC 3.88 33.38
ADOBE SYSTEMS INC 3.63 31.25
VISA INC 3.61 31.10
APPLE INC 2.87 24.72

Stock Holding % of Net Assets

As Of 8/31/2017
Total Issues 59
Avg. P/E 34.87
Avg. P/Book 6.07
Avg. EPS Growth 12.72
Avg. Market Value (Mil $) 260,805

Allocation

% of Portfolio
Large Growth 81.50
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 9.66
Foreign Bond 0.00
High Yield Bond 0.00