Mfs Technology Fund Quote

MTCCX Fund  USD 52.58  0.34  0.65%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mfs Technology is trading at 52.58 as of the 12th of November 2024; that is 0.65 percent increase since the beginning of the trading day. The fund's open price was 52.24. Mfs Technology has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs Technology Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. More on Mfs Technology Fund

Moving against Mfs Mutual Fund

  0.77VVPR VivoPower InternationalPairCorr
  0.77ELCO Elcom InternationalPairCorr
  0.76DZSI DZS IncPairCorr
  0.74EVOL Evolving SystemsPairCorr
  0.71VHAI VHAIPairCorr
  0.7DLPX Delphax TechnologiesPairCorr

Mfs Mutual Fund Highlights

Thematic IdeaTech Funds (View all Themes)
Fund ConcentrationMFS Funds, Large Growth Funds, Technology Funds, Tech Funds, Technology, MFS, Large Growth, Technology (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of December 2022
Fiscal Year EndAugust
Mfs Technology Fund [MTCCX] is traded in USA and was established 12th of November 2024. Mfs Technology is listed under MFS category by Fama And French industry classification. The fund is listed under Technology category and is part of MFS family. The entity is thematically classified as Tech Funds. This fund now has accumulated 1.45 B in assets with no minimum investment requirementsMfs Technology is currently producing year-to-date (YTD) return of 34.93%, while the total return for the last 3 years was 7.2%.
Check Mfs Technology Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Technology Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mfs Technology Fund Mutual Fund Constituents

MCHPMicrochip TechnologyStockInformation Technology
DXCDXC Technology CoStockInformation Technology
GOOGLAlphabet Inc Class AStockCommunication Services
VVisa Class AStockFinancials
PYPLPayPal HoldingsStockFinancials
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
More Details

Mfs Technology Risk Profiles

Mfs Technology Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Technology financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Technology security.
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital