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MFS Technology A (MTCAX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Technology A (MTCAX) Fund

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

 

Graph of MFS Technology A Fund (MTCAX) ManagerFund Manager - Matthew D. Sabel

Fund Manager Information

Fund Manager Tenure: 7.5 years
Similar Funds: MTCBX  MTCCX  MTCHX  MTCIX  MTCJX  MTCKX  MTCLX 
Fund Family: MFS
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)
Sabel is a portfolio manager with Massachusetts Financial Services Co. Pior to MFS, he was an employe of Fidelity Investments. He joined the firm as a research analyst in 2000. Prior to joining the company, Sabel was a consultant for Putnam Associates, a health care consulting firm.  Get more insights on Matthew D. Sabel

 

Graph of MFS Technology A Fund (MTCAX) ProfileMFS Technology A Fund (MTCAX) Profile

Fund Profile and Description

MFS Technology A Fund seeks capital appreciation. MFS Technology A Fund normally invests at least 80% of assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that provide and benefit significantly from technological advances and improvements. It normally invests primarily in U.S. and foreign equity securities, including emerging-market equity securities. MFS Technology A Fund may also invest in derivatives or engage in short sales. It is non-diversified.

 

MFS Technology A (MTCAX) Fund Strength What we like about MFS Technology A (MTCAX) Fund

Data for MFS Technology A Fund (MTCAX) as of May 30, 2016

  • MFS Technology A Fund (MTCAX) management has been with MFS Technology A Fund for 7.5 years
  • MFS Technology A Fund (MTCAX) has good short-term performance (1-year return 8.48% vs -1.99% Technology category median performance)
  • MFS Technology A Fund (MTCAX) has good mid-term performance (3-year return 15.72% vs 13.35% Technology category median performance)
  • MFS Technology A Fund (MTCAX) has good Long-term performance (5-year return 12.94% vs 9.50% Technology category median performance)
  • MFS Technology A Fund (MTCAX) ratio of up-years vs down years is greater than 2
  • MFS Technology A Fund (MTCAX) has a Morningstar rating of 4 and above
  • Asset base in MFS Technology A Fund (MTCAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Technology A Fund (MTCAX) has an annual stock turnover rate of 43.00% vs Technology average of 81.69%. It is good that MFS Technology A management does not trade extensively for its return.
  • MFS Technology A Fund (MTCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.93, lower than category average of 15.15
  • MFS Technology A Fund (MTCAX) has a lower expense ratio than its Technology average: 1.27% vs 1.42%

MFS Technology A Fund (MTCAX) Weakness What we are cautious about MFS Technology A (MTCAX) Fund

Data for MFS Technology A Fund (MTCAX) as of May 30, 2016

  • MFS Technology A Fund (MTCAX) carries a 5.75% load
  • As a Technology focused fund, MFS Technology A Fund (MTCAX) is less diversified and has inherited sector risks associated with the fund
See MFS Technology A Fund (MTCAX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Technology A Fund (MTCAX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Technology A3.208.4815.7212.94
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare MFS Technology A Fund (MTCAX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of MFS Technology A Fund (MTCAX) Net Asset TrackingMFS Technology A (MTCAX) Fund Net Asset

Track net asset change of MFS Technology A fund (MTCAX)

DateNet Asset
05/2016$519.17M
03/2016$494.53M
02/2016$437.51M
More historic net asset information on MFS Technology A Fund (MTCAX)

  

Graph of MFS Technology A Fund (MTCAX) Portfolio TrackingMFS Technology A (MTCAX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Technology A fund (MTCAX)

DateCashStockBondOther
03/20165.43%94.56%0%0%
02/20163.85%96.13%0%0.02%
01/20163.63%96.38%0%0%
Click here to see more historic asset allocation information on MFS Technology A Fund (MTCAX)

 

graph of MFS Technology A Fund (MTCAX) Top 10 Position TrackingTop 10 Holdings in MFS Technology A (MTCAX) Fund

Discover what MFS Technology A Fund (MTCAX) manager is buying

Mar 30, 2016
Alphabet Inc. [12.03%]
Facebook, Inc. [7%]
Microsoft Corporation [6.53%]
Amazon.com, Inc. [5.52%]
Visa Inc. [4.15%]
Cisco Systems, Inc. [4.14%]
Salesforce.com Inc Common Stock [3.81%]
Hewlett Packard Enterprise Comp [3.81%]
Apple Inc. [3.64%]
Microchip Technology Incorporat [2.99%]

Feb 28, 2016
Alphabet Inc. [12.28%]
Facebook, Inc. [7.39%]
Microsoft Corporation [6.69%]
Amazon.com, Inc. [6.09%]
Visa Inc. [4.35%]
Cisco Systems, Inc. [4.2%]
Salesforce.com Inc Common Stock [4.16%]
Apple Inc. [3.57%]
Hewlett Packard Enterprise Comp [3.29%]
Microchip Technology Incorporat [3.08%]

Jan 30, 2016
Alphabet Inc. [12.6%]
Facebook, Inc. [7.39%]
Amazon.com, Inc. [6.37%]
Microsoft Corporation [5.74%]
Visa Inc. [4.37%]
Cisco Systems, Inc. [3.64%]
Salesforce.com Inc Common Stock [3.54%]
Apple Inc. [3.5%]
Hewlett Packard Enterprise Comp [3.25%]
Mastercard Incorporated Common [2.95%]
Click here for Stock Holding Change Map in MFS Technology A Fund (MTCAX)

  

Latest News on MFS Technology A (MTCAX) Fund

See what is happening with MFS Technology A Fund (MTCAX)

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MFS Technology A Fund (MTCAX) Related ResourcesSee more information on MFS Technology A (MTCAX) Fund

Popular pages on MFS Technology A (MTCAX) Fund

  

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