Morningstar

MFS Technology Fund Class R2 MTERX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $62.55  /  −3.29 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

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

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Portfolio Holdings MTERX

More MTERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.03 219M
Technology

Apple Inc

8.46 205M
Technology

Alphabet Inc Class A

8.20 199M
Communication Services

NVIDIA Corp

7.37 179M
Technology

Broadcom Inc

6.67 162M
Technology

Advanced Micro Devices Inc

3.83 93M
Technology

Meta Platforms Inc Class A

3.28 79M
Communication Services

Arista Networks Inc

3.00 73M
Technology

Cisco Systems Inc

2.95 71M
Technology

CrowdStrike Holdings Inc Class A

2.88 70M
Technology

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