MTERX Mutual Fund
MTERX Mutual Fund
MTERX Mutual Fund
MFS Technology Fund Class R2
MTERX Mutual Fund Overview
MTERX Mutual Fund (MFS Technology Fund Class R2) is managed by MFS Investment Management with $31.6M in net assets. MTERX expense ratio is 1.36%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2003-10-31.
MTERX performance shows a YTD return of 21.99%. The 1-year return is 25.47% and the 5-year return is 12.25%.
MTERX top holdings include Microsoft Corp (9.1%), Alphabet Inc. C (8.3%), Apple, Inc (8.2%), Nvidia Corp (7.3%), Broadcom Inc (7.2%). Go to all MTERX holdings, MTERX sectors, or MTERX dividends.
MTERX can be compared against other funds. Use MTERX overlap to find shared positions, or MTERX vs another fund for a side-by-side view. MTERX alternatives are available via the screener, along with tax-loss harvesting opportunities.