Scorecard
3 / 5 Stars
Lipper
5 5 3 3 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#11 in Technology

U.S. News evaluated 50 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.20 percent over the past year, 15.94 percent over the past three years, 19.73 percent over the past five years, and 9.96 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.0%
1 Year 28.2%
3 Years (Annualized) 15.9%
5 Years (Annualized) 19.7%
10 Years (Annualized) 10.0%

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Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that provide and benefit significantly from technological advances and improvements. It normally invests primarily in U.S. and foreign equity securities, including emerging-market equity securities. The fund may invest the fund's assets in companies of any size. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
MFS® Technology Fund has an expense ratio of 1.36 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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