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Mfs Technology Fund Class R4: (MF: MTCJX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$72.38 USD
+0.24 (0.33%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.12 | 82 |
| 3 months | 19.27 | 68 |
| 6 months | 5.12 | 82 |
| 1 Year | 13.66 | 69 |
| 3 Year | 27.42 | 43 |
| 5 Year | 15.04 | 56 |
| 10 Year | 18.18 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.42 |
| Bull Market (2/09 - 3/21) | 1,982.48 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.66 |
| 5 Year | 15.03 |
| 10 Year | 18.18 |
| Since Inception | 15.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.86 | 19.27 | NA | NA |
| 2024 | 16.17 | 8.93 | 1.61 | 6.40 |
| 2023 | 16.41 | 13.40 | -0.80 | 17.81 |
| 2022 | -12.34 | -21.72 | -7.83 | 1.14 |
| 2021 | -0.11 | 11.18 | -0.84 | 3.19 |
| 2020 | -10.39 | 30.81 | 12.47 | 11.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.12 | 36.82 | 54.28 | -36.04 | 13.64 | 46.39 | 36.06 | 1.85 | 38.83 | 8.41 | 10.65 |
| % Total Return Rel to Index | -1.07 | 11.80 | 28.03 | -17.83 | -15.04 | 27.98 | 4.57 | 6.24 | 17.04 | -3.52 | 9.26 |
| % Total Return Rel to Peer | -4.13 | 6.78 | 6.83 | 1.04 | -4.38 | -2.99 | -2.14 | 5.71 | 4.38 | -2.25 | 6.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 9.53 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 |
| Expense Ratio | 0.85 | 0.88 | 0.89 | 0.88 | 0.86 | 0.92 | 0.93 | 0.98 | 0.99 | 1.01 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%