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MFS Technology B MTCBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 42.08  /  0.17 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Above Average
  • Share Class Type
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 44%

Morningstar’s Analysis MTCBX

Will MTCBX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MTCBX

  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
13.57
187,983,074
Technology
9.42
130,513,176
Communication Services
7.53
104,354,389
Technology
6.72
93,103,577
Communication Services
4.26
59,033,885
Technology
3.68
50,998,571
Technology
2.95
40,863,244
Technology
2.88
39,946,292
Technology
2.56
35,420,602
Technology
2.23
30,911,658
Technology