Mfs Technology Fund Quote
| MTCLX Fund | USD 80.10 0.84 1.04% |
Performance10 of 100
| Odds Of DistressLess than 20
|
Mfs Technology is trading at 80.10 as of the 28th of November 2024; that is 1.04% down since the beginning of the trading day. The fund's open price was 80.94. Mfs Technology has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok 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 29th of October 2024 and ending today, the 28th 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
MFS Mutual Fund Highlights
| Thematic Idea | Tech Funds (View all Themes) |
| Fund Concentration | MFS Funds, Large Growth Funds, Technology Funds, Tech Funds, Technology, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Technology Fund [MTCLX] is traded in USA and was established 28th 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 1.25 B in assets with no minimum investment requirementsMfs Technology is currently producing year-to-date (YTD) return of 34.46%, while the total return for the last 3 years was 9.17%.
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
| MCHP | Microchip Technology | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology |
Mfs Technology Risk Profiles
| Mean Deviation | 0.8376 | |||
| Semi Deviation | 1.15 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
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.
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| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |