MTCBX Mutual Fund

MTCBX Mutual Fund (MFS Technology Fund Class B) is managed by MFS Investment Management with $4.4M in net assets. MTCBX expense ratio is 1.86%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2000-04-14.

MTCBX performance shows a YTD return of 12.84%. The 1-year return is 20.96% and the 5-year return is 11.37%. MTCBX dividend yield stands at 21.14%, paid annually.

MTCBX top holdings include Alphabet Inc,class A (8.9%), Broadcom Inc (8.7%), Nvidia Corp (8.7%), Apple, Inc (8.5%), Microsoft Corp (6.3%). Go to all MTCBX holdings, MTCBX sectors, or MTCBX dividends.

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