About MTCKX
MFS Technology Fund Class R1 is an actively managed mutual fund specializing in the technology sector. Its primary goal is to achieve capital appreciation by investing across the full spectrum of technology companies, regardless of size (all-cap). The fund seeks to diversify its holdings among three main types of stocks: high-quality durable growth, emerging growth, and those undergoing positive transformation. Leveraging fundamental, bottom-up research, the fund identifies attractive investment opportunities within the global technology landscape, with a historical emphasis on U.S.-based companies. Holdings typically span industries such as computer hardware and software, networking, telecommunications, internet services, and electronics. The portfolio is predominantly composed of equities, with a focus on large-cap growth names, as well as select emerging and foreign stocks. Managed by a team with deep sector expertise, the fund operates in a non-diversified manner, allowing greater concentration in its highest-conviction investments. MFS Technology Fund Class R1 plays a notable role by offering investors targeted exposure to companies benefiting from technological advancements and innovation.
Fund Family MFS
Category Technology
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MTCKX
Share Class R1
Index S&P 500 TR
MTCKX had a total return of 13.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.59%.
