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Mfs Technology Fund Cl R2: (MF: MTERX)

(NASDAQ Mutual Funds) As of Aug 12, 2026 05:57 PM ET

$65.14 USD

+0.40 (0.62%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 13.07 71
3 months 7.06 42
6 months 13.68 70
1 Year 21.57 68
3 Year 25.77 56
5 Year 11.93 52
10 Year 18.57 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.75
Bull Market (2/09 - 3/21) 2,413.67

Load Adjusted Returns as of Jul 31, 2026

1 Year 32.33
5 Year 13.50
10 Year 20.01
Since Inception 13.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.50 33.93 NA NA
2025 -11.96 19.12 7.25 2.93
2024 16.04 8.79 1.46 6.28
2023 16.25 13.26 -0.93 17.66
2022 -12.45 -21.82 -7.94 1.01
2021 -0.24 11.05 -0.96 3.07

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.0715.7736.1653.47-36.3513.0845.6735.381.3538.107.89
% Total Return Rel to Index 9.66-2.4411.1427.23-18.15-15.6027.273.895.7416.30-4.04
% Total Return Rel to Peer -9.92-6.786.126.020.73-4.94-3.71-2.825.213.64-2.78
% Perf Quintile vs Peer* 4.005.002.002.003.004.004.004.002.003.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.009.989.535.684.348.343.510.981.891.380.54
Expense Ratio 1.361.361.381.391.381.361.421.431.481.491.51

* 1 = Top 20%, 5 = Bottom 20%