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MFS Technology R1 Fund (MTCKX)

Fund performance review and position details on MFS Technology R1 Fund (MTCKX)

    Last Trade: $ on , Change: (0%)

MFS Technology R1 Fund (MTCKX) HighlightMFS Technology R1 Fund (MTCKX) Fund Summary

MFS Technology R1 Fund (MTCKX) statistics as of May 30, 2016

Category: Technology
Fund Family: MFS
Net Asset: $519.17M
Yield: 0%
Year-to-Date Return: 2.87%
Morningstar rating: 4

 

MFS Technology R1 Fund (MTCKX) CostMFS Technology R1 Fund (MTCKX) Cost

MFS Technology R1 Fund (MTCKX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Technology average): 2.02% (1.42%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 43.00%

 

MFS Technology R1 Fund (MTCKX) PerformanceMFS Technology R1 Fund (MTCKX) Performance

Most current MFS Technology R1 Fund (MTCKX) Performance

1-month Performance (Technology category median performance): 5.67% (5.07%)
3-month Performance (Technology category median performance): 12.99% (9.81%)
1 Year Performance (Technology category median performance): 7.66% (-1.99%)
3 Year Performance (Technology category median performance): 14.85% (13.35%)
5 Year Performance (Technology category median performance): 12.10% (9.50%)
Number of Years of positive return: 9 years
Number of Years of negative return: 1 years
3 year Alpha (Technology category average): 9.04 (7.58)
3 year Beta (Technology category average): 1.01 (1.02)
3 year Sharpe Ratio: 1.06
3 year Treynor: 14.65

MFS Technology R1 Fund (MTCKX) topholdingTop Stock Holdings in MFS Technology R1 Fund (MTCKX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Alphabet Inc.12.03%0.00%
Facebook, Inc.7%0.00%
Microsoft Corporation6.53%0.00%
Amazon.com, Inc.5.52%0.00%
Visa Inc.4.15%0.00%
Cisco Systems, Inc.4.14%0.00%
Salesforce.com Inc Common Stock3.81%0.00%
Hewlett Packard Enterprise Comp3.81%0.00%
Apple Inc.3.64%0.00%
Microchip Technology Incorporat2.99%0.00%
*Note: The price change will reset to 0 after the midnight

 

MFS Technology R1 Fund (MTCKX) Portfolio AllocationMFS Technology R1 Fund (MTCKX) Fund Portfolio Allocation

MFS Technology R1 Fund (MTCKX) Fund Portfolio Allocation data as of 03/2016

Stock94.56%
Bond0%
Cash5.43%
Other0%

 

MFS Technology R1 Fund (MTCKX) CompareCompare with other Technology category mutual funds

Below are some additional Technology mutual funds generated out of our database

Fund1 Year3 year5 year
MFS Technology R17.6614.8512.10
Columbia Global Technology Growth A (CTCAX)3.1819.2411.85 Compare
Fidelity Advisor Electronics A (FELAX)-2.3419.8311.26 Compare
Columbia Seligman Global Technology Z (CSGZX)-1.8917.3311.27 Compare

See top fund managers for Technology Category Funds

 

MFS Technology R1 Fund (MTCKX) PerformanceOther Financial Data Web Sites on MFS Technology R1 Fund (MTCKX)

Addition research sites for MFS Technology R1 Fund (MTCKX)

 

MFS Technology R1 Fund (MTCKX) Related ResourcesSee more information on MFS Technology R1 (MTCKX) Fund

Popular pages on MFS Technology R1 (MTCKX) Fund

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