Morningstar

MFS Technology Fund Class R2 MTERX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 61.54  /  +0.33 %
  • Total Assets 2.3B
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:46 PM GMT+0

Morningstar’s Analysis MTERX

Will MTERX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MTERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Deep support, selective exposure.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

MFS Technology benefits from experienced leadership and a deep, well-resourced analytical team.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MTERX

More MTERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

8.86 218M
Communication Services

Broadcom Inc

8.68 213M
Technology

NVIDIA Corp

8.67 213M
Technology

Apple Inc

8.50 209M
Technology

Microsoft Corp

6.26 154M
Technology

Meta Platforms Inc Class A

3.39 83M
Communication Services

Shopify Inc Registered Shs -A- Subord Vtg

3.39 83M
Technology

Advanced Micro Devices Inc

3.19 78M
Technology

Lam Research Corp

3.18 78M
Technology

Cisco Systems Inc

3.09 76M
Technology

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