MFS Technology Fund Class R3
MTCHX
NASDAQ
Weiss Ratings | MTCHX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | MTCHX-NASDAQ | Click to Compare |
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Provider | MFS | |||
Manager/Tenure (Years) | Reinier P. Dobbelmann (3) | |||
Website | http://www.mfs.com | |||
Fund Information | MTCHX-NASDAQ | Click to Compare |
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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 |
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Dividend Yield | 0.00% | |||
Dividend | MTCHX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.70% | |||
Asset Allocation | MTCHX-NASDAQ | Click to Compare |
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Cash | 1.01% | |||
Stock | 98.98% | |||
U.S. Stock | 90.57% | |||
Non-U.S. Stock | 8.41% | |||
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 |
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7-Day Total Return | -2.90% | |||
30-Day Total Return | -1.26% | |||
60-Day Total Return | 5.19% | |||
90-Day Total Return | 8.94% | |||
Year to Date Total Return | 4.56% | |||
1-Year Total Return | 15.54% | |||
2-Year Total Return | 66.46% | |||
3-Year Total Return | 86.37% | |||
5-Year Total Return | 76.57% | |||
Price | MTCHX-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 | MTCHX-NASDAQ | Click to Compare |
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Nav | $64.80 | |||
1-Month Low NAV | $64.80 | |||
1-Month High NAV | $67.09 | |||
52-Week Low NAV | $48.35 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $74.32 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | MTCHX-NASDAQ | Click to Compare |
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Beta | 1.22 | |||
Standard Deviation | 20.69 | |||
Balance Sheet | MTCHX-NASDAQ | Click to Compare |
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Total Assets | 2.16B | |||
Operating Ratios | MTCHX-NASDAQ | Click to Compare |
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Expense Ratio | 1.13% | |||
Turnover Ratio | 37.00% | |||
Performance | MTCHX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 22.77% | |||
Last Bear Market Total Return | -21.77% | |||