Mutual Funds - Profile

MFS Technology Fund

US > Science/Technology >

Rank

Universe Rank

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
  • $61.2
    +1.55
  • 52 Week HL
  • $64.87 - $51.72
  • Net Assets
  • $2300 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Microsoft Corporation
Amazon Com
Alphabet Inc
Mastercard Incorporated
PayPal Holdings
Company Holding
Adobe Inc
Facebook Inc
Apple Inc
Booking Holdings
Global Payments
Total 0%

Manager

  • Name
  • Matthew Sabel
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
8.9 % YTD

  • 3 Year
  • 76.44%
  • 5 Year
  • 169.36%
  • Best
  • 73.48%
    2009
  • Worst
  • -51.36%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MTCBX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 23%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -0.4% -10.6% 18.9% 7.2% 12.6% -1.3% 1.3% 1.1% 5.9% 18.2% -
Q2 10.9% 28% 4.4% 11.1% 6.7% 1.4% 0.8% 1.5% 3.1% -9.3% -
Q3 4.4% 10.4% -3.5% 5.1% 7.5% 10.4% -2.6% 1.8% 10% 7.5% -
Q4 1.4% 3.9% 6.9% -18.2% 6.6% -2.8% 10.2% 4.9% 11.9% -2.3% -

Returns +
M

J F M A M J J A S O N D
2021 -1.4% 2.7% -1.6% 6.5% -2.3% 6.6% 1.1% 3.2% 0.1% -0.7% 0.5% -5.5%
2020 4.8% -5.2% -10% 14.8% 6.2% 5% 9.9% 8.9% -4.5% -3.5% 10.4% -2.4%

Annual Return

Index Comparison

Alpha

NAV