MFS Technology Fund Class R3
MTCHX
NASDAQ
| Weiss Ratings | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Reinier P. Dobbelmann (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Technology Fund Class R3 | |||
| Category | Technology | |||
| Sub-Category | Technology Sector Equity | |||
| Prospectus Objective | Specialty - Technology | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.54% | |||
| Asset Allocation | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.38% | |||
| Stock | 99.62% | |||
| U.S. Stock | 89.21% | |||
| Non-U.S. Stock | 10.41% | |||
| 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 | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -4.21% | |||
| 30-Day Total Return | 1.56% | |||
| 60-Day Total Return | 0.10% | |||
| 90-Day Total Return | 0.27% | |||
| Year to Date Total Return | 14.28% | |||
| 1-Year Total Return | 13.95% | |||
| 2-Year Total Return | 56.93% | |||
| 3-Year Total Return | 141.55% | |||
| 5-Year Total Return | 73.32% | |||
| Price | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $60.91 | |||
| 1-Month Low NAV | $59.95 | |||
| 1-Month High NAV | $74.59 | |||
| 52-Week Low NAV | $48.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $75.91 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.31 | |||
| Standard Deviation | 19.04 | |||
| Balance Sheet | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.28B | |||
| Operating Ratios | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.13% | |||
| Turnover Ratio | 50.00% | |||
| Performance | MTCHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.77% | |||
| Last Bear Market Total Return | -21.77% | |||