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MFS Technology A (MTCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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57.30-1.25 (-2.13%)
As of 08:06AM EDT. Market open.

MFS Technology A

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Series Trust I

1-800-637-2929
Management Information
Reinier P. Dobbelmann,Lead Manager since May 14, 2022
Reinier P. Dobbelmann - Equity Portfolio Manager - Investment Officer - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 1998 - Previous experience includes 5 years as Senior Equity Analyst & Global Coordinator at SBC Warburg Securities, Inc.. - University of California, Berkeley, M.B.A - Williams College, Bachelor of Arts
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTechnology
Fund FamilyMFS
Net Assets1.88B
YTD Return16.09%
Yield0.00%
Morningstar Rating★★★
Inception DateMar 31, 2005

Fund Operations

Last Dividend0.31
Last Cap Gain50.00
Holdings Turnover44.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMTCAXCategory Average
Annual Report Expense Ratio (net)1.14%1.05%
Prospectus Net Expense Ratio1.14%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A