Nasdaq - Delayed Quote USD

MFS Technology A (MTCAX)

58.08 +0.01 (+0.02%)
At close: 8:01 PM 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.

MFS Technology A

Boston, MA 2199
111 Huntington Avenue, 24th Floor
1-800-637-2929

Fund Overview

Category Technology
Fund Family MFS
Net Assets 1.88B
YTD Return 16.09%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Operations

Last Dividend 0.31
Last Cap Gain 50.00
Holdings Turnover 44.00%
Average for Category --

Fees & Expenses

Expense MTCAX Category Average
Annual Report Expense Ratio (net) 1.14% 1.05%
Prospectus Net Expense Ratio 1.14% --
Prospectus Gross Expense Ratio 1.15% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Reiner P. Dobbelmann, Lead Manager since May 15, 2022
Reinier Dobbelmann is an Investment Officer and Portfolio Manager of MFS and has been employed in the investment area of MFS since 1998.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers