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MFS Technology R3 MTCHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 62.46  /  +0.82 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.140%
  • 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 May 24, 2024 | 1-Day Return as of May 24, 2024, 11:34 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.

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 MTCHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.06 177.2 Mil
Technology

Alphabet Inc Class A

9.97 175.5 Mil
Communication Services

Meta Platforms Inc Class A

8.42 148.3 Mil
Communication Services

NVIDIA Corp

7.39 130.2 Mil
Technology

Apple Inc

5.43 95.7 Mil
Technology

Broadcom Inc

5.07 89.3 Mil
Technology

Salesforce Inc

3.46 60.9 Mil
Technology

ServiceNow Inc

3.15 55.4 Mil
Technology

Accenture PLC Class A

2.25 39.7 Mil
Technology

Intuit Inc

2.23 39.2 Mil
Technology