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MFS Technology A (MTCAX)

24.11 Up 0.20(0.84%) Jul 22

Profile as of Jun 29, 2014Get Profile for:
MFS Technology A
111 Huntington Avenue24th Floor
Phone: 800-225-2606
Fund Overview 
Fund Family:MFS
Net Assets:287.20M
Year-to-Date Return:2.97%
Morningstar Rating:3 stars
Fund Inception Date:Jan 2, 1997
Morningstar Style Box 
[View Category Definition]
View Top Technology Funds
About the Morningstar Style Box
Management Information 
Matthew D. Sabel
Lead Manager since May 1, 2011
Employed in the investment area of MFS since 2009; Employed in the investment area of Fidelity Management and Research from 2000 to 2009
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MTCAX can be purchased from 113 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that provide and benefit significantly from technological advances and improvements. It normally invests primarily in U.S. and foreign equity securities, including emerging-market equity securities. The fund may invest the fund's assets in companies of any size. It is non-diversified.

Fund Operations 
Last Dividend (Dec 22, 1997) : 0.91
Last Cap Gain (Dec 10, 2000) : 0.50
Annual Holdings Turnover (Oct 5, 2010) : 54.00%
Average for Category:112.56%
Fees & Expenses 
ExpenseMTCAXCategory Avg
Annual Report Expense Ratio (net):1.36%1.50%
Prospectus Net Expense Ratio:1.55%N/A
Prospectus Gross Expense Ratio:1.55%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.31%
Max Deferred Sales Load: N/A2.51%
3 Yr Expense Projection*:1,036646
5 Yr Expense Projection*:1,3711,018
10 Yr Expense Projection*:2,3142,027
* Per $10,000 invested