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MFS Technology R5 (MTCLX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Technology R5 (MTCLX) Fund

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

 

Graph of MFS Technology R5 Fund (MTCLX) ManagerFund Manager - Matthew D. Sabel

Fund Manager Information

Fund Manager Tenure: 7.6 years
Similar Funds: MTCAX  MTCBX  MTCCX  MTCHX  MTCIX  MTCJX  MTCKX 
Fund Family: MFS
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

 

MFS Technology R5 (MTCLX) Fund Strength What we like about MFS Technology R5 (MTCLX) Fund

Data for MFS Technology R5 Fund (MTCLX) as of May 30, 2016

  • MFS Technology R5 Fund (MTCLX) management has been with MFS Technology R5 Fund for 7.6 years
  • MFS Technology R5 Fund (MTCLX) has good short-term performance (1-year return 8.85% vs -1.99% Technology category median performance)
  • MFS Technology R5 Fund (MTCLX) has good mid-term performance (3-year return 16.11% vs 13.35% Technology category median performance)
  • MFS Technology R5 Fund (MTCLX) has good Long-term performance (5-year return 13.20% vs 9.50% Technology category median performance)
  • MFS Technology R5 Fund (MTCLX) ratio of up-years vs down years is greater than 2
  • MFS Technology R5 Fund (MTCLX) has a Morningstar rating of 4 and above
  • Asset base in MFS Technology R5 Fund (MTCLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Technology R5 Fund (MTCLX) has an annual stock turnover rate of 43.00% vs Technology average of 81.69%. It is good that MFS Technology R5 management does not trade extensively for its return.
  • MFS Technology R5 Fund (MTCLX) 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 R5 Fund (MTCLX) has a lower expense ratio than its Technology average: 0.92% vs 1.42%
  • MFS Technology R5 Fund (MTCLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Technology R5 Fund (MTCLX) Weakness What we are cautious about MFS Technology R5 (MTCLX) Fund

Data for MFS Technology R5 Fund (MTCLX) as of May 30, 2016

  • As a Technology focused fund, MFS Technology R5 Fund (MTCLX) is less diversified and has inherited sector risks associated with the fund
See MFS Technology R5 Fund (MTCLX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Technology R5 Fund (MTCLX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Technology R53.318.8516.1113.20
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 R5 Fund (MTCLX)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 R5 Fund (MTCLX) Net Asset TrackingMFS Technology R5 (MTCLX) Fund Net Asset

Track net asset change of MFS Technology R5 fund (MTCLX)

DateNet Asset
05/2016$519.17M
03/2016$494.53M
02/2016$437.51M
More historic net asset information on MFS Technology R5 Fund (MTCLX)

  

Graph of MFS Technology R5 Fund (MTCLX) Portfolio TrackingMFS Technology R5 (MTCLX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Technology R5 fund (MTCLX)

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 R5 Fund (MTCLX)

 

graph of MFS Technology R5 Fund (MTCLX) Top 10 Position TrackingTop 10 Holdings in MFS Technology R5 (MTCLX) Fund

Discover what MFS Technology R5 Fund (MTCLX) 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 R5 Fund (MTCLX)

  

Latest News on MFS Technology R5 (MTCLX) Fund

See what is happening with MFS Technology R5 Fund (MTCLX)

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MFS Technology R5 Fund (MTCLX) Related ResourcesSee more information on MFS Technology R5 (MTCLX) Fund

Popular pages on MFS Technology R5 (MTCLX) Fund

  

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