MFS Technology Fund

Shareclass

MFS Technology A (MTCAX)

Type

Open-end mutual fund

Manager

MFS

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 270 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Accenture PLC Class A
2.73% of assets
$49.43M invested
2. Microsoft Corp
7.42% of assets
$134.29M invested
3. Salesforce Inc
3.48% of assets
$62.93M invested
4. S&P Global Inc
0.77% of assets
$13.92M invested
5. Verisk Analytics Inc
1.29% of assets
$23.36M invested
6. Intuit Inc
1.49% of assets
$26.99M invested
7. Atlassian Corp Class A
0.82% of assets
$14.84M invested
8. Pinterest Inc Class A
0.92% of assets
$16.56M invested
9. Tyler Technologies Inc
0.78% of assets
$14.13M invested
10. ServiceNow Inc
2.31% of assets
$41.7M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Constellation Software Inc
1.63% of assets
$29.55M invested
2. Shopify Inc Registered Shs -A- Subord Vtg
2.07% of assets
$37.37M invested
3. Snowflake Inc Ordinary Shares - Class A
0.58% of assets
$10.55M invested
4. SentinelOne Inc Class A
0.29% of assets
$5.33M invested
5. EPAM Systems Inc
1.12% of assets
$20.29M invested
6. Onto Innovation Inc
0.42% of assets
$7.52M invested
7. MACOM Technology Solutions Holdings Inc
0.77% of assets
$13.94M invested
8. Hitachi Ltd
1.45% of assets
$26.27M invested
9. Broadcom Inc
3.34% of assets
$60.51M invested
10. The Descartes Systems Group Inc
1.66% of assets
$30.11M invested

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Financial performance

Performance data provided by

Find more financial data on MTCAX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

MTCAX

MFS Technology Fund

Family

MFS

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

7.13% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MTCAX

MFS Technology Fund

Family

MFS

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

7.13% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MTCAX

MFS Technology Fund

Family

MFS

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

7.13% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MTCAX - MFS Technology Fund

11%

16%

14%

16%

53 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

-1.63%

5.73%

0.77%

7.13%

2 / 100 points lower

Find more financial data on MTCAX at Morningstar.com

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