Morningstar

MFS Technology R4 MTCJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 72.97  /  +1.09 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MTCJX

Will MTCJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTCJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTCJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MTCJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Robust support.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

MFS Technology benefits from an industry veteran and a well-resourced, globally based team.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MTCJX

More MTCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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10.33 201.3 Mil
Communication Services

Microsoft Corp

9.15 178.3 Mil
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Alphabet Inc Class A

8.14 158.6 Mil
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Apple Inc

6.84 133.3 Mil
Technology

NVIDIA Corp

6.02 117.3 Mil
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Broadcom Inc

3.77 73.5 Mil
Technology

Salesforce Inc

3.05 59.4 Mil
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ServiceNow Inc

2.90 56.5 Mil
Technology

KLA Corp

2.50 48.8 Mil
Technology

Accenture PLC Class A

2.50 48.6 Mil
Technology

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