About MTCIX
MFS Technology Fund Class I is a mutual fund that primarily seeks capital appreciation through focused investments in technology-related companies. Managed by MFS Investment Management since its inception in 1997, the fund employs an all-cap approach, selecting stocks across different market capitalizations. Its portfolio balances high-quality durable growth companies, emerging growth opportunities, and firms experiencing positive structural change. The strategy leverages bottom-up stock selection, thoroughly analyzing individual companies to identify attractive technology investment opportunities globally, with a strong emphasis on U.S.-based firms. MFS Technology Fund Class I typically invests at least 80% of its net assets in equity securities of issuers that are principally engaged in technology-driven products, processes, or services. The fund’s portfolio is heavily weighted toward the information technology and communication services sectors, with significant holdings in industry leaders such as Meta Platforms, Alphabet, NVIDIA, Microsoft, and Apple. The fund is benchmarked against the S&P North American Technology Sector Index and is designed for investors seeking targeted exposure to innovation and growth in the technology sector, offering a diversified technology-focused investment solution backed by rigorous fundamental research and a seasoned management team.
Fund Family MFS
Category Technology
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MTCIX
Share Class I
Index S&P 500 TR
MTCIX had a total return of 14.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.07%.
