Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MTCJX Insights | MTCJX Score | MTCJX Performance | MTCJX News | MTCJX Allocation | MTCJX Holdings Change

MFS Technology R4 (MTCJX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Technology R4 (MTCJX) Fund

    Last Trade: $36.78 on 9/22/2017, Change: -0.01 (-0.03%)

 

Graph of MFS Technology R4 Fund (MTCJX) ManagerFund Manager - Matthew D. Sabel

Fund Manager Information

Fund Manager Tenure: 6.4 years
Similar Funds: MTCAX  MTCBX  MTCCX  MTCHX  MTCIX  MTCKX  MTCLX 
Fund Family: MFS
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)
Sabel is a portfolio manager with Massachusetts Financial Services Co. Pior to MFS, he was an employe of Fidelity Investments. He joined the firm as a research analyst in 2000. Prior to joining the company, Sabel was a consultant for Putnam Associates, a health care consulting firm.  Get more insights on Matthew D. Sabel

 

Graph of MFS Technology R4 Fund (MTCJX) ProfileMFS Technology R4 Fund (MTCJX) Profile

Fund Profile and Description

MFS Technology R4 Fund seeks capital appreciation. MFS Technology R4 Fund normally invests at least 80% of assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that provide and benefit significantly from technological advances and improvements. It normally invests primarily in U.S. and foreign equity securities, including emerging-market equity securities. MFS Technology R4 Fund may also invest in derivatives or engage in short sales. It is non-diversified.

 

MFS Technology R4 (MTCJX) Fund Strength What we like about MFS Technology R4 (MTCJX) Fund

Data for MFS Technology R4 Fund (MTCJX) as of May 30, 2016

  • MFS Technology R4 Fund (MTCJX) management has been with MFS Technology R4 Fund for 6.4 years
  • MFS Technology R4 Fund (MTCJX) has good short-term performance (1-year return 8.74% vs -1.99% Technology category median performance)
  • MFS Technology R4 Fund (MTCJX) has good mid-term performance (3-year return 16.00% vs 13.35% Technology category median performance)
  • MFS Technology R4 Fund (MTCJX) has good Long-term performance (5-year return 13.23% vs 9.50% Technology category median performance)
  • MFS Technology R4 Fund (MTCJX) ratio of up-years vs down years is greater than 2
  • MFS Technology R4 Fund (MTCJX) has a Morningstar rating of 4 and above
  • Asset base in MFS Technology R4 Fund (MTCJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Technology R4 Fund (MTCJX) has an annual stock turnover rate of 43.00% vs Technology average of 81.69%. It is good that MFS Technology R4 management does not trade extensively for its return.
  • MFS Technology R4 Fund (MTCJX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.93, lower than category average of 15.15
  • MFS Technology R4 Fund (MTCJX) has a lower expense ratio than its Technology average: 1.02% vs 1.42%
  • MFS Technology R4 Fund (MTCJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Technology R4 Fund (MTCJX) Weakness What we are cautious about MFS Technology R4 (MTCJX) Fund

Data for MFS Technology R4 Fund (MTCJX) as of May 30, 2016

  • As a Technology focused fund, MFS Technology R4 Fund (MTCJX) is less diversified and has inherited sector risks associated with the fund
See MFS Technology R4 Fund (MTCJX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Technology R4 Fund (MTCJX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Technology R43.298.7416.0013.23
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare MFS Technology R4 Fund (MTCJX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of MFS Technology R4 Fund (MTCJX) Net Asset TrackingMFS Technology R4 (MTCJX) Fund Net Asset

Track net asset change of MFS Technology R4 fund (MTCJX)

DateNet Asset
05/2016$519.17M
03/2016$494.53M
02/2016$437.51M
More historic net asset information on MFS Technology R4 Fund (MTCJX)

  

Graph of MFS Technology R4 Fund (MTCJX) Portfolio TrackingMFS Technology R4 (MTCJX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Technology R4 fund (MTCJX)

DateCashStockBondOther
03/20165.43%94.56%0%0%
02/20163.85%96.13%0%0.02%
01/20163.63%96.38%0%0%
Click here to see more historic asset allocation information on MFS Technology R4 Fund (MTCJX)

 

graph of MFS Technology R4 Fund (MTCJX) Top 10 Position TrackingTop 10 Holdings in MFS Technology R4 (MTCJX) Fund

Discover what MFS Technology R4 Fund (MTCJX) manager is buying

Mar 30, 2016
Alphabet Inc. [12.03%]
Facebook, Inc. [7%]
Microsoft Corporation [6.53%]
Amazon.com, Inc. [5.52%]
Visa Inc. [4.15%]
Cisco Systems, Inc. [4.14%]
Salesforce.com Inc Common Stock [3.81%]
Hewlett Packard Enterprise Comp [3.81%]
Apple Inc. [3.64%]
Microchip Technology Incorporat [2.99%]

Feb 28, 2016
Alphabet Inc. [12.28%]
Facebook, Inc. [7.39%]
Microsoft Corporation [6.69%]
Amazon.com, Inc. [6.09%]
Visa Inc. [4.35%]
Cisco Systems, Inc. [4.2%]
Salesforce.com Inc Common Stock [4.16%]
Apple Inc. [3.57%]
Hewlett Packard Enterprise Comp [3.29%]
Microchip Technology Incorporat [3.08%]

Jan 30, 2016
Alphabet Inc. [12.6%]
Facebook, Inc. [7.39%]
Amazon.com, Inc. [6.37%]
Microsoft Corporation [5.74%]
Visa Inc. [4.37%]
Cisco Systems, Inc. [3.64%]
Salesforce.com Inc Common Stock [3.54%]
Apple Inc. [3.5%]
Hewlett Packard Enterprise Comp [3.25%]
Mastercard Incorporated Common [2.95%]
Click here for Stock Holding Change Map in MFS Technology R4 Fund (MTCJX)

  

Latest News on MFS Technology R4 (MTCJX) Fund

See what is happening with MFS Technology R4 Fund (MTCJX)

    No recent news

 

MFS Technology R4 Fund (MTCJX) Related ResourcesSee more information on MFS Technology R4 (MTCJX) Fund

Popular pages on MFS Technology R4 (MTCJX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update