Nasdaq - Delayed Quote USD

MFS Technology A (MTCAX)

57.10 +0.59 (+1.04%)
At close: 8:06 AM EDT

Fund Summary

The fund normally invests at least 80% of the fund's net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. It normally invests the fund's assets primarily in equity securities. The fund may invest its assets in securities of companies of any size. It is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 74.75%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 5

Performance & Risk

YTD Return 9.39%
5y Average Return 14.30%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MTCAXCategory AverageMTCAXCategory AverageMTCAXCategory Average
Alpha 1.99 0.1 4.96 0.11 7.04 0.08
BETA 1.21 0.01 1.08 0.01 1.1 0.01
Mean Annual Return 0.93 0.02 1.48 0.02 1.44 0.02
R-squared 78.53 0.75 78.13 0.69 76.08 0.69
Standard Deviation 22.77 0.24 21.82 0.2 18.65 0.19
Sharpe Ratio 0.36 0.01 0.72 0.01 0.85 0.01
Treynor Ratio 4.97 0.23 13.28 0.25 13.82 0.17

Related Tickers