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Mfs Technology Fund A: (MF: MTCAX)

(MF) As of Oct 19, 2017 06:05 PM ET

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$36.67 USD

+0.04 (0.11%)

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 Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 29.78 47
3 months 7.66 59
6 months 15.05 50
1 Year 26.35 59
3 Year 17.62 35
5 Year 17.70 41
10 Year 10.84 21

* 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 34.30
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 358.50
%Turnover 9/30/2017 40.00

Risk

3 Year 5 Year 10 Year
Beta 1.15 1.06 1.17
Alpha 5.04 2.64 2.69
R Squared 0.69 0.62 0.79
Std. Dev. 13.85 12.85 20.09
Sharpe 1.32 1.43 1.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Technology 73.03
Finance 10.05
Other 6.23
Non-Durable 3.73
Retail Trade 3.70
Services 2.32
Industrial Cyclical 0.94

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 10.91 92.12
FACEBOOK INC 8.46 71.38
AMAZON.COM INC 6.49 54.80
MICROSOFT CORP 4.18 35.27
ADOBE SYSTEMS INC 3.51 29.60
DXC TECHNOLOGY COMPANY 3.44 29.06
VISA INC 3.42 28.85
SALESFORCE.COM INC 3.23 27.23
APPLE INC 2.83 23.85

Stock Holding % of Net Assets

As Of 5/31/2017
Total Issues 62
Avg. P/E 35.71
Avg. P/Book 5.92
Avg. EPS Growth 12.02
Avg. Market Value (Mil $) 251,095

Allocation

% of Portfolio
Large Growth 88.30
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 3.72
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00