MFS Technology R4 (MTCJX)

Fund Assets	2.42B
Expense Ratio	0.866%
Min. Investment	$0.00
Turnover	50.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 16, 2025

Previous Close	86.24
YTD Return	21.34%
1-Year Return	23.64%
5-Year Return	117.36%
52-Week Low	59.32
52-Week High	87.82
Beta (5Y)	1.33
Holdings	54
Inception Date	Apr 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
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MTCJX
• Share Class: R4
• Index: S&P 500 TR

Performance

MTCJX had a total return of 23.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.21%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FADTX	Fidelity	Fidelity Advisor Technology A	0.92%
FATEX	Fidelity	Fidelity Advisor Technology M	1.17%
FATIX	Fidelity	Fidelity Advisor Technology I	0.67%
FBSOX	Fidelity	Fidelity Select Enterprise Technology Services Portfolio	0.65%
FDCPX	Fidelity	Fidelity Select Tech Hardware Portfolio	0.67%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MTCLX	R6	0.77%
MTCIX	I	0.86%
MTCHX	R3	1.11%
MTCAX	A	1.11%

Top 10 Holdings

54.55% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	9.11%
Alphabet Inc.	GOOGL	8.26%
Apple Inc.	AAPL	8.21%
NVIDIA Corporation	NVDA	7.27%
Broadcom Inc.	AVGO	7.18%
Cisco Systems, Inc.	CSCO	3.09%
Advanced Micro Devices, Inc.	AMD	3.01%
Arista Networks, Inc.	ANET	2.94%
Currency Cash CASH_USD	n/a	2.74%
Shopify Inc.	SHOP	2.73%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2025	$9.97748	Dec 17, 2025
Dec 17, 2024	$9.53232	Dec 18, 2024
Dec 12, 2023	$5.67885	Dec 13, 2023
Dec 6, 2022	$4.33632	Dec 7, 2022
Dec 7, 2021	$8.34757	Dec 8, 2021
Dec 8, 2020	$3.51261	Dec 9, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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