MTCKX Mutual Fund

MTCKX Mutual Fund (MFS Technology Fund Class R1) is managed by MFS Investment Management with $17.4M in net assets. MTCKX expense ratio is 1.86%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2005-04-01.

MTCKX performance shows a YTD return of 12.85%. The 1-year return is 20.97% and the 5-year return is 11.37%. MTCKX dividend yield stands at 22.37%, paid annually.

MTCKX 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 MTCKX holdings, MTCKX sectors, or MTCKX dividends.

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