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Morningstar

MFS Technology R3 MTCHX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 42.67  /  2.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis MTCHX

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

People Pillar

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

A strong team is a key benefit here.

Senior Analyst

Summary

| by Stephen Welch

MFS Technology’s veteran leadership and robust, global team earn its six cheapest share classes a Morningstar Analyst Rating of Bronze. Its priciest shares land at Neutral.

Unlock our full analysis with Morningstar Investor