- MFS Technology Fund
MFS
- US
- Science/Technology
Summary
The fund seeks capital appreciation by investing in companies across any size in the United States.
The investment process is designed to highlight companies principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.
The investment team considers issuers in such fields as computer systems and software, networking and telecommunications, internet, business services, and electronics.
Next, the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Then the research team focuses on companies demonstrating above average earnings growth More
Price
Last Close
$49.35 ( -0.45 )
52 Week HL
$82.65 - $49.35
Net Assets
$1800 M
Expense Ratio
1.42 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 26, 2021Company Name
- Microsoft Corporation
- Amazon Com
- Alphabet Inc
- Mastercard Incorporated
- PayPal Holdings
Holding
Company Name
- Adobe Inc
- Facebook Inc
- Apple Inc
- Booking Holdings
- Global Payments
- Total
Holding
- 0%
Manager

Name
Matthew Sabel
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-29.1 %
3 Year
8.78%
5 Year
58.22%
Best
75.18%
2009
Worst
-50.87%
2008
Returns +
Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Q1 | -12.1% | -0.1% | -10.4% | 19.2% | 7.5% | 12.9% | -1.1% | 1.6% | 1.3% | 6.1% | - |
Q2 | -20.4% | 11.2% | 30.8% | 4.7% | 11.4% | 6.9% | 1.6% | 1% | 1.8% | 3.4% | - |
Q3 | - | 4.6% | 12.5% | -3.3% | 5.3% | 7.8% | 10.7% | -2.3% | 2.1% | 10.4% | - |
Q4 | - | -6.6% | 5.5% | 7.7% | -18% | 6.9% | -2.6% | 10.4% | 5.1% | 12.1% | - |
Returns +
Monthly
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -11.1% | -3.8% | 2.8% | -5.4% | -14.7% | - | - | - | - | - | - | - |
2021 | -1.3% | 2.8% | -1.5% | 6.5% | -2.2% | 6.7% | 1.2% | 3.3% | 0.1% | 0.5% | -2.7% | -10% |
+
Annual
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|
0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
MTCJX | -29% | 2% | 39% | 33% | 2% | 39% | 8% | 11% | 11% | 36% | 15% |
S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
Alpha | -29% | -26% | 23% | 5% | 8% | 20% | 0% | 11% | -3% | 6% | 15% |