MTCAX Mutual Fund

MTCAX Mutual Fund (MFS Technology Fund Class A) is managed by MFS Investment Management with $1.22B in net assets. MTCAX expense ratio is 1.11%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 1997-01-02.

MTCAX performance shows a YTD return of 13.35%. The 1-year return is 21.88% and the 5-year return is 12.21%. MTCAX dividend yield stands at 14.22%, paid annually.

MTCAX top holdings include Nvidia Corp. (10.0%), Alphabet Inc Common Stock USD 0.001 (9.8%), Apple, Inc (9.3%), Broadcom Inc (7.7%), Microsoft Corp (7.2%). Go to all MTCAX holdings, MTCAX sectors, or MTCAX dividends.

MTCAX can be compared against other funds. Use MTCAX overlap to find shared positions, or MTCAX vs another fund for a side-by-side view. MTCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.