Nasdaq - Delayed Quote USD

MFS Technology A (MTCAX)

57.41 -0.67 (-1.15%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 58.08
  • YTD Return 16.09%
  • Expense Ratio 1.14%
  • Category Technology
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.88B
  • Beta (5Y Monthly) 1.21
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.31
  • Inception Date Jan 2, 1997

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.

MFS

Fund Family

Technology

Fund Category

1.88B

Net Assets

1997-01-02

Inception Date

Performance Overview: MTCAX

Trailing returns as of 4/25/2024. Category is Technology.

YTD Return

MTCAX
16.09%
Category
12.31%
 

1-Year Return

MTCAX
53.54%
Category
53.90%
 

3-Year Return

MTCAX
8.99%
Category
27.50%
 

5-Year Return

MTCAX
16.55%
Category
28.80%
 

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Holdings: MTCAX

Top 10 Holdings (58.40% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 11.18%
META
Meta Platforms, Inc. 8.90%
GOOGL
Alphabet Inc. 8.65%
NVDA
NVIDIA Corporation 7.24%
AAPL
Apple Inc. 5.32%
AVGO
Broadcom Inc. 4.94%
NOW
ServiceNow, Inc. 3.74%
CRM
Salesforce, Inc. 3.63%
ACN
Accenture plc 2.53%
INTU
Intuit Inc. 2.27%

Sector Weightings

SectorMTCAX
Technology   72.22%
Industrials   3.42%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

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