MTCJX – MFS Technology R4 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's 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. It normally invests the fund's assets primarily in equity securities. The fund may invest its assets in securities of companies of any size. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MTCIX	MFS Technology Fund Class I	Institutional	Open			Jan 2, 1997	$649.91M	0.860%	Average	$0	−$71.58M
MTCAX	MFS Technology Fund Class A	Front Load	Open			Jan 2, 1997	$1.25B	1.110%	Below Average	$1,000	−$99.45M
MTCBX	MFS Technology Fund Class B	Deferred Load	Closed			Apr 14, 2000	$4.14M	1.860%	Average	$1,000	−$6.62M
MTCCX	MFS Technology Fund Class C	Level Load	Open			Apr 14, 2000	$80.99M	1.860%	Below Average	$1,000	−$27.19M
MTCJX	MFS Technology Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$20.46M	0.860%	Average	$0	−$3.73M
MTCLX	MFS Technology Fund Class R6	Retirement, Large	Open			Jan 2, 2013	$375.32M	0.770%	Below Average	$0	−$63.51M
MTERX	MFS Technology Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$32.25M	1.360%	Average	$0	−$6.19M
MTCHX	MFS Technology Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$41.92M	1.110%	Low	$0	−$14.37M
MTCKX	MFS Technology Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$17.61M	1.860%	High	$0	−$812,997.64

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