Nasdaq - Delayed Quote USD

MFS Technology R1 (MTCKX)

35.97
-2.61
(-6.77%)
At close: 8:06:41 AM EDT
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  • Previous Close 38.58
  • YTD Return -12.07%
  • Expense Ratio 1.88%
  • Category Technology
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.81B
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.31
  • Inception Date Apr 1, 2005

The fund normally invests at least 80% of the fund's net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. It normally invests the fund's assets primarily in equity securities. The fund may invest its assets in securities of companies of any size. It is non-diversified.

MFS

Fund Family

Technology

Fund Category

1.81B

Net Assets

2005-04-01

Inception Date

Performance Overview: MTCKX

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Trailing returns as of 4/2/2025. Category is Technology.

YTD Return

MTCKX
12.07%
Category
12.31%
 

1-Year Return

MTCKX
2.79%
Category
53.90%
 

3-Year Return

MTCKX
9.63%
Category
27.50%
 

5-Year Return

MTCKX
16.02%
Category
28.80%
 

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Holdings: MTCKX

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Sector Weightings

SectorMTCKX
Technology   73.05%
Industrials   2.59%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: MTCKX

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Research Reports: MTCKX

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