MTCHX Mutual Fund

MTCHX Mutual Fund (MFS Technology Fund Class R3) is managed by MFS Investment Management with $41.6M in net assets. MTCHX expense ratio is 1.11%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2005-04-01.

MTCHX performance shows a YTD return of 13.33%. The 1-year return is 21.88% and the 5-year return is 12.21%. MTCHX dividend yield stands at 14.24%, paid annually.

MTCHX 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 MTCHX holdings, MTCHX sectors, or MTCHX dividends.

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