Date updated:10-29-2007
Featured in Barrons 11-6-06 issue. As of 11-6, the fund is up 12.7% YTD vs 4.4% for the Goldman Sachs Technology Indx. The fund has a Morningstar rating of 2 stars and is run by Telis Bertsekas. Bertsekas has been employed by MFS since 2004. Prior to joining MFS, he was a portfolio manager at American Express Financial Corporation (AEFC) since February 2002. Previously, he 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. He also worked as a research analyst specializing in aviation related issues for Simat Helliesen & Eichner. MFS Technology Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its total assets in common stocks and related securities of companies that the Adviser believes have above average growth potential and will benefit from technological advances and improvements.
Current Returns:
1-Year: 33.10%
3-Year: 21.62%
5-Year: 19.53%
As of 8/31/07

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INTC
Intel Corporation - $19.30
- -4.08%
- $19.40
No Analysis added

-
IBM
Intl Business Mac - $127.54
- -0.48%
- $127.28
No Analysis added

-
MSCS
- $0.00
- 0.00%
- $N/A
No Analysis added

-
EMC
E M C Cp - $17.17
- -1.21%
- $17.32
No Analysis added

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CRM
Salesforce.com In - $62.58
- -1.62%
- $63.36
No Analysis added

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NTAP
Netapp - $30.83
- +4.09%
- $30.74
No Analysis added

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GOOG
Google Inc. - $572.99
- -0.63%
- $573.89
No Analysis added

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GOOG
Google Inc. - $572.99
- -0.63%
- $573.89
No Analysis added
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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