• MFS Technology Fund

MFS

  • US
  • Science/Technology

MFS Technology Fund

MTCKX

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

$36.64 ( -1.46 )

52 Week HL

$64.56 - $36.64

Net Assets

$1800 M

Expense Ratio

1.42 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 26, 2021

Company 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

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-26.7 %

3 Year

3.54%

5 Year

49.47%

Best

73.4%
2009

Worst

-51.37%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -11.3% -0.4% -10.6% 18.9% 7.2% 12.6% -1.3% 1.3% 1.1% 5.9% -
Q2 -16.4% 10.9% 30.5% 4.4% 11.1% 6.7% 1.4% 0.7% 1.5% 3.1% -
Q3 - -1.1% 12.2% -3.5% 5.1% 7.5% 10.4% -2.6% 1.9% 10.1% -
Q4 - -11% 3.9% 6.9% -18.2% 6.6% -2.8% 10.2% 4.8% 11.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -12.2% -6.5% 8.2% -13.4% -4.6% - - - - - - -
2021 -1.4% 2.7% -1.6% 6.4% -2.3% 6.7% 1.1% 3.2% -5.2% 4.8% -1.7% -13.6%

+
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
MTCKX -27%-3%36%31%1%37%7%10%10%34%13%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -27%-31%20%3%7%19%-1%10%-4%5%13%

MTCKX S&P 500

Chart +