MFS Technology Fund Class R4 (MTCJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
71.64
-1.84 (-2.50%)
Aug 1, 2025, 4:00 PM EDT
-2.50%
Fund Assets2.12B
Expense Ratio0.88%
Min. Investment$1,000
Turnover37.00%
Dividend (ttm)9.53
Dividend Yield15.53%
Dividend Growth67.86%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close73.48
YTD Return5.29%
1-Year Return31.62%
5-Year Return109.24%
52-Week Low53.12
52-Week High80.65
Beta (5Y)1.21
Holdings56
Inception DateApr 1, 2005

About MTCJX

MFS Technology Fund Class R4 is a diversified mutual fund focused on capital appreciation through investments in the global technology sector. Structured as an all-cap portfolio, the fund targets a wide range of technology companies, including established leaders with durable growth, emerging innovators, and firms undergoing positive transformative change. This approach aims to balance exposure across varying stages of growth and technological trends. The fund employs a bottom-up stock selection strategy, driven by rigorous fundamental analysis performed by a deep and experienced investment team. While it invests internationally, there is a historical emphasis on technology opportunities within the United States. MFS Technology Fund Class R4 benchmark measures performance against the S&P North American Technology Sector Index, reflecting its focus on the broader technology industry. With net assets exceeding $1.8 billion as of April 2025, this fund plays a significant role in providing investors with dedicated exposure to the technology sector, supporting portfolio diversification and participation in the sector’s ongoing evolution and innovation. Class R4 shares are designated for eligible investors and offer specific expense terms that reflect underlying fee waivers and reimbursements.

Fund Family MFS
Category Technology
Stock Exchange NASDAQ
Ticker Symbol MTCJX
Share Class R4
Index S&P 500 TR

Performance

MTCJX had a total return of 31.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.56%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FIKGXFidelityFidelity Advisor Semiconductors Fund - Class Z0.62%
FATIXFidelityFidelity Advisor Technology Fund - Class I0.72%
FELTXFidelityFidelity Advisor Semiconductors Fund - Class M1.25%
FTHCXFidelityFidelity Advisor Technology Fund - Class C1.75%
FBSOXFidelityFidelity Select Enterprise Technology Services Portfolio0.66%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MTCLXR60.79%
MTCIXI0.88%
MTCHXR31.13%
MTCAXA1.13%

Top 10 Holdings

57.10% of assets
NameSymbolWeight
Meta Platforms, Inc.META11.55%
Microsoft CorporationMSFT9.22%
Alphabet Inc.GOOGL7.79%
NVIDIA CorporationNVDA6.83%
Apple Inc.AAPL5.72%
Broadcom Inc.AVGO4.93%
International Business Machines CorporationIBM3.50%
Shopify Inc.SHOP2.63%
Accenture plcACN2.51%
ServiceNow, Inc.NOW2.42%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 17, 2024$9.53232Dec 18, 2024
Dec 12, 2023$5.67885Dec 13, 2023
Dec 6, 2022$4.33632Dec 7, 2022
Dec 7, 2021$8.34757Dec 8, 2021
Dec 8, 2020$3.51261Dec 9, 2020
Dec 10, 2019$0.98289Dec 10, 2019
Full Dividend History