MFS Technology Fund Class A
MTCAX
NASDAQ
Weiss Ratings | MTCAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | MTCAX-NASDAQ | Click to Compare |
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Provider | MFS | |||
Manager/Tenure (Years) | Reinier P. Dobbelmann (2) | |||
Website | http://www.mfs.com | |||
Fund Information | MTCAX-NASDAQ | Click to Compare |
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Fund Name | MFS Technology Fund Class A | |||
Category | Technology | |||
Sub-Category | Technology Sector Equity | |||
Prospectus Objective | Specialty - Technology | |||
Inception Date | Jan 02, 1997 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | MTCAX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | MTCAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.74% | |||
Asset Allocation | MTCAX-NASDAQ | Click to Compare |
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Cash | 0.85% | |||
Stock | 99.15% | |||
U.S. Stock | 91.21% | |||
Non-U.S. Stock | 7.94% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | MTCAX-NASDAQ | Click to Compare |
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7-Day Total Return | 3.75% | |||
30-Day Total Return | 1.64% | |||
60-Day Total Return | -7.80% | |||
90-Day Total Return | -12.85% | |||
Year to Date Total Return | -9.50% | |||
1-Year Total Return | 11.52% | |||
2-Year Total Return | 64.49% | |||
3-Year Total Return | 58.20% | |||
5-Year Total Return | 100.74% | |||
Price | MTCAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | MTCAX-NASDAQ | Click to Compare |
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Nav | $56.14 | |||
1-Month Low NAV | $48.40 | |||
1-Month High NAV | $56.14 | |||
52-Week Low NAV | $48.40 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $74.39 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | MTCAX-NASDAQ | Click to Compare |
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Beta | 1.22 | |||
Standard Deviation | 23.15 | |||
Balance Sheet | MTCAX-NASDAQ | Click to Compare |
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Total Assets | 1.81B | |||
Operating Ratios | MTCAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.13% | |||
Turnover Ratio | 37.00% | |||
Performance | MTCAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 22.79% | |||
Last Bear Market Total Return | -21.77% | |||