Mutual Fund Insights: MFS Technology R4 Fund (MTCJX)

In-depth Analysis of MFS Technology R4 Fund (MTCJX)

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See MFS Technology R4 Fund (MTCJX) performance details as of January 31, 2010

  

Last Trade: $12.56 on 3/15/2010, Change: -0.06 (-0.48%)

  

Fund Manager - Telis D. Bertsekas

Fund Manager Tenure: 5.0 years   [Similar Funds: MTCAX  MTCBX  MTCCX  MTCHX  MTCIX  MTCKX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

Bertsekas has been employed by MFS since 2004. Prior to joining MFS, Bertsekas was a portfolio manager at American Express Financial Corporation (AEFC) since February 2002. Previously, Bertsekas was an equity research analyst with Fidelity Investments covering the beverage and tobacco industries. Prior to that, Bertsekas served as an equity research analyst for Charles River Associates Inc. Bertsekas also worked as a research analyst specializing in aviation related issues for Simat Helliesen & Eichner.  Get more insights on Telis D. Bertsekas

  

 What we like about MFS Technology R4 Fund (MTCJX)

Data for MFS Technology R4 Fund (MTCJX) as of January 31, 2010

• MFS Technology R4 Fund (MTCJX) management has been with MFS Technology R4 Fund for 5.0 years
• MFS Technology R4 Fund (MTCJX) has good short-term performance (1-year return 62.99% vs 53.49% Technology category average)
• MFS Technology R4 Fund (MTCJX) has good mid-term performance (3-year return -0.90% vs -2.32% Technology category average)
• MFS Technology R4 Fund (MTCJX) has good Long-term performance (5-year return 6.10% vs 2.84% Technology category average)
• MFS Technology R4 Fund (MTCJX) has a lower management fee than its Technology average: 1.42% vs 1.83%
• MFS Technology R4 Fund (MTCJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about MFS Technology R4 Fund (MTCJX)

Data for MFS Technology R4 Fund (MTCJX) as of January 31, 2010

• MFS Technology R4 Fund is a focused fund with 42.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• MFS Technology R4 Fund (MTCJX) ratio of up-years vs down years can be improved
• MFS Technology R4 Fund (MTCJX) has a Morningstar rating of 3 and below
• MFS Technology R4 Fund (MTCJX) has an annual stock turnover rate of 226.00% that is higher than the Technology average of 177.35%. This could mean MFS Technology R4 is more nimble, but also signal potential high tax impact and high trading fees
• MFS Technology R4 Fund (MTCJX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.29 that is higher than category average of 26.09

See MFS Technology R4 Fund (MTCJX) performance details as of January 31, 2010

  

  

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MFS Technology R4 Fund (MTCJX) Net Asset

Track net asset change of MFS Technology R4 fund (MTCJX)

Date	Net Asset
01/2010	$420.00K
11/2009	$170.00K
10/2009	$160.00K

More historic net asset information on MFS Technology R4 Fund (MTCJX)

  

MFS Technology R4 Fund (MTCJX) Portfolio Allocation

Track portfolio allocation change of MFS Technology R4 fund (MTCJX)

Date	Cash	Stock	Bond	Other
10/2009	3.44%	93.19%	0%	3.37%
09/2009	2.53%	94.3%	0%	3.17%
08/2009	3.76%	93.03%	0%	3.21%

Click here to see more historic asset allocation information on MFS Technology R4 Fund (MTCJX)

  

Most Recent Top 10 Holdings in MFS Technology R4 Fund (MTCJX)

Discover what MFS Technology R4 Fund (MTCJX) manager is buying

31-Oct-09 Samsung Electronics Co Ltd [5.76%] Intel Corporation [5.43%] Dell Inc. [5.36%] Google Inc. [5.19%] Apple Inc. [4.64%] HEWLETT PACKARD CO [4.15%] Oracle Corporation [3.88%] MicroStrategy Incorporated [3.51%] Flextronics International Ltd. [3.49%] Microsoft Corporation [3.11%]

30-Sep-09 Samsung Electronics Co., Ltd.(GDR) [6%] Google Inc. [5.19%] Flextronics International Ltd. [4.79%] Apple Inc. [4.72%] Dell Inc. [4.15%] Intel Corporation [3.72%] HEWLETT PACKARD CO [3.48%] MicroStrategy Incorporated [3.25%] Oracle Corporation [3.22%] TYCO ELECTRONICS [2.96%]

31-Aug-09 Samsung Electronics Co., Ltd.(GDR) [7.08%] Apple Inc. [5.39%] Google Inc. [5.37%] Flextronics International Ltd. [5.05%] HEWLETT PACKARD CO [4.61%] MicroStrategy Incorporated [3.98%] Dell Inc. [3.56%] Intel Corporation [3.49%] TYCO ELECTRONICS [3.03%] Cisco Systems, Inc. [2.82%]

Click here for Stock Holding Change Map in MFS Technology R4 Fund (MTCJX)

  

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Latest News on MFS Technology R4 (MTCJX)

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See more information on MFS Technology R4 Fund (MTCJX)

• MFS Technology R4 Fund Insights
• MFS Technology R4 Fund Performance Data
• MFS Technology R4 Fund News
• MFS Technology R4 Fund Score Explaination
• MFS Technology R4 Fund Manager Information
• Historic MFS Technology R4 Fund Asset Allocation Report
• Historic MFS Technology R4 Fund Top 10 Holding Tracking
• Historic MFS Technology R4 Fund Asset Under Management Tracking