MFS Technology Fund Class R2
MTERX
NASDAQ
| Weiss Ratings | MTERX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MTERX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Reinier P. Dobbelmann (4) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MTERX-NASDAQ | Click to Compare |
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| Fund Name | MFS Technology Fund Class R2 | |||
| Category | Technology | |||
| Sub-Category | Technology Sector Equity | |||
| Prospectus Objective | Specialty - Technology | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MTERX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MTERX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.51% | |||
| Asset Allocation | MTERX-NASDAQ | Click to Compare |
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| Cash | 2.74% | |||
| Stock | 97.26% | |||
| U.S. Stock | 88.97% | |||
| Non-U.S. Stock | 8.29% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MTERX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.09% | |||
| 30-Day Total Return | 7.76% | |||
| 60-Day Total Return | 7.84% | |||
| 90-Day Total Return | 8.48% | |||
| Year to Date Total Return | 24.35% | |||
| 1-Year Total Return | 26.11% | |||
| 2-Year Total Return | 53.88% | |||
| 3-Year Total Return | 133.22% | |||
| 5-Year Total Return | 95.16% | |||
| Price | MTERX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MTERX-NASDAQ | Click to Compare |
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| Nav | $67.35 | |||
| 1-Month Low NAV | $62.42 | |||
| 1-Month High NAV | $67.35 | |||
| 52-Week Low NAV | $46.44 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $67.81 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MTERX-NASDAQ | Click to Compare |
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| Beta | 1.51 | |||
| Standard Deviation | 21.00 | |||
| Balance Sheet | MTERX-NASDAQ | Click to Compare |
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| Total Assets | 2.42B | |||
| Operating Ratios | MTERX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.36% | |||
| Turnover Ratio | 50.00% | |||
| Performance | MTERX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.89% | |||
| Last Bear Market Total Return | -21.82% | |||