MTCJX Mutual Fund

MTCJX Mutual Fund

NAV$86.24
See how much of MTCJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Aug 31, 2026

Net Assets
$20M
Expense Ratio
0.86%
Dividend Yield (Current)
-
Holdings
47
Inception Date
Apr 1, 2005
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+22.45%
1 Year+26.08%
3 Year+28.23%
5 Year+12.81%
10 Year+19.48%

Asset Allocation

Stocks: 84.85%
Bonds: 9.81%
Cash: 5.33%
Other: 0.01%
See how much of MTCJX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
MSFTMicrosoft Corp9.11%
GOOGAlphabet Inc. C8.26%
AAPLApple, Inc8.21%
NVDANvidia Corp7.27%
AVGOBroadcom Inc7.18%
Top 10 Concentration: 54.55%Report Date: Aug 31, 2026
Download all 47 holdings for MTCJX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Latest Distribution
$8.35
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MTCJX Mutual Fund Overview

MTCJX Mutual Fund (MFS Technology Fund Class R4) is managed by MFS Investment Management with $20.0M in net assets. MTCJX expense ratio is 0.86%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2005-04-01.

MTCJX performance shows a YTD return of 22.45%. The 1-year return is 26.08% and the 5-year return is 12.81%.

MTCJX top holdings include Microsoft Corp (9.1%), Alphabet Inc. C (8.3%), Apple, Inc (8.2%), Nvidia Corp (7.3%), Broadcom Inc (7.2%). Go to all MTCJX holdings, MTCJX sectors, or MTCJX dividends.

MTCJX can be compared against other funds. Use MTCJX overlap to find shared positions, or MTCJX vs another fund for a side-by-side view. MTCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.