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Morningstar

MFS Technology R1 MTCKX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 43.04  /  −1.40 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 44%

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

Morningstar’s Analysis MTCKX

Will MTCKX 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 MTCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTCKX 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 MTCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A change on the horizon.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

MFS Technology is losing its veteran leader, but an experienced manager and robust, global team remain.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MTCKX

More MTCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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