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MFS Technology R4 MTCJX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 63.69  /  +4.28 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 44%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MTCJX

Will MTCJX 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 MTCJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.62 216.9 Mil
Technology

NVIDIA Corp

9.16 157.4 Mil
Technology

Alphabet Inc Class A

8.48 145.7 Mil
Communication Services

Meta Platforms Inc Class A

7.12 122.4 Mil
Communication Services

Broadcom Inc

5.54 95.2 Mil
Technology

ServiceNow Inc

3.90 67.1 Mil
Technology

Salesforce Inc

3.25 55.9 Mil
Technology

Accenture PLC Class A

2.91 50.0 Mil
Technology

Intuit Inc

2.63 45.2 Mil
Technology

Palo Alto Networks Inc

2.51 43.1 Mil
Technology