MFS Technology is losing its veteran leader, but an experienced manager and robust, global team remain.
MFS Technology R3 MTCHX
- NAV / 1-Day Return 57.35 / −1.15 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 44%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MTCHX
Will MTCHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.18 | 210.3 Mil | Technology |
Meta Platforms Inc Class A | 8.90 | 167.4 Mil | Communication Services |
Alphabet Inc Class A | 8.65 | 162.8 Mil | Communication Services |
NVIDIA Corp | 7.24 | 136.2 Mil | Technology |
Apple Inc | 5.32 | 100.1 Mil | Technology |
Broadcom Inc | 4.94 | 92.9 Mil | Technology |
ServiceNow Inc | 3.74 | 70.4 Mil | Technology |
Salesforce Inc | 3.63 | 68.2 Mil | Technology |
Accenture PLC Class A | 2.53 | 47.7 Mil | Technology |
Intuit Inc | 2.27 | 42.7 Mil | Technology |