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MTCJX MFS Technology R4

3 lower fee alternatives found

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Fund MTCJX MFS Technology R4 SMH VanEck Vectors Semiconductor ETF RYT Guggenheim S&P 500® Eq Wt Technology ETF  
100% 85% 90%
Annual Fees
(1.05% Exp. Ratio)
(0.35% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$38,364.95 $47,400.16 $46,691.83
Est. savings over 30 yrs +$9,035.21 +$8,326.87
As of 9/30/16
1 YR RETURN 22.91%
3 YR 15.16%
5 YR 17.72%
10 YR 11.46%
1 YR RETURN 41.76%
3 YR 22.20%
5 YR --
10 YR --
1 YR RETURN 25.69%
3 YR 16.19%
5 YR 19.68%
10 YR --
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 U.S. and foreign equity securities, including emerging market equity securities. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® US Listed Semiconductor 25 Index (the "Semiconductor Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Semiconductor Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the semiconductor sector. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Information Technology Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Information Technology Index that consists of the common stocks of the following industries: internet equipment, computers and peripherals, electronic equipment, office electronics and instruments, semiconductor equipment and products, diversified telecommunication services, and wireless telecommunication services that comprise the Information Technology sector of the S&P 500® Index. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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