MTCHX Mutual Fund

MTCHX Mutual Fund (MFS Technology Fund Class R3) is managed by MFS Investment Management with $39.8M 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 13.60%, paid annually.

MTCHX 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 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.