MFS® Technology Fund

Equity Sector | MTCAX
$ 36.65
$0.03 As of 12/14/17
$940M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Technology Fund

Equity Sector
MTCAX
$0.03 As of 12/14/17
As of 11/30/17
Equity Sector | MTCAX
$ 36.65
$0.03 As of 12/14/17
$940M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

An all-cap technology portfolio that historically has sought diversification across 3 types of stocks: high quality durable growth, emerging growth, and stocks that have undergone positive change.

Applies a bottom-up stock selection process to identify the most attractive technology opportunities on a global basis, with emphasis historically on the US

Deep bench of investment talent allows for rigorous fundamental analysis

Fund Information

Fund Commencement
01/02/97
Net Assets ($ M)
As of 11/30/17
$940.67
Fiscal Year End
AUGUST
Benchmark
Standard& Poor's North American Technology Sector Index measures technology stocks.
Standard & Poor's North American Technology Sector Index

Top 10 Holdings

As of 11/30/17
  • Alphabet Inc Class A
  • Facebook Inc
  • Amazon.com Inc
  • DXC Technology Co
  • Microsoft Corp
  • salesforce.com Inc
  • Adobe Systems Inc
  • Broadcom Ltd
  • Visa Inc
  • Mastercard Inc
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.

The fund's performance could be more volatile than the performance of more diversified funds.

Investments in the technology sector can be very volatile because of the rapid pace of product change, technological developments, and other factors.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/14/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Technology

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Technology

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions