MFS Technology’s robust and experienced tech team earn its six cheapest share classes a Morningstar Analyst Rating of Bronze. Its priciest three share classes earn Neutral.
MFS Technology R3 MTCHX
NAV / 1-Day Return
67.05
/
0.60
%
Total Assets
2.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.170%
Expense Ratio
1.170%
Fee Level
Low
Longest Manager Tenure
10.02
years
Category
Technology
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
46%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
The benchmark continues to set a high hurdle.
