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MFS® Technology Fund

       
   
   
   

Fact Sheet

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Symbol: MTCAX   CUSIP:  552983462   Newspaper Abbreviation: TechA   Fund number: 98  
Daily NAV:  $22.73  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

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Portfolio characteristic data are based on unaudited net assets.

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 19.02x
Weighted Average Price/Cash Flow 16.30x
Weighted Average Price/Sales 2.42x
Weighted Average Price/Book 3.82x
Weighted Average IBES Long Term EPS Growth 17.73%
Weighted Average Market Cap $122.6b
Weighted Median Market Cap $61.5b
# of Stock Holdings 68
% in Stocks 94.92%
% in Cash & Other 1 5.08%
% in Top Ten 47.84%

Sector Weights
(on 3/31/14)
% Assets 
Technology 63.79%
Financial Services 8.26%
Leisure 8.20%
Special Products & Services 7.84%
Cash & Other1 5.08%
Retailing 3.74%
Industrial Goods & Services 2.64%
Utilities & Communications 0.47%

Region
(on 3/31/14)
Country % Assets 
North America   94.71%
  United States 94.71%
Cash & Other1   5.08%
  Cash & Other 5.08%
Europe ex-U.K.   0.21%
  Netherlands 0.21%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities; this may include derivative offsets.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.