4 / 5 Stars
5 5 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 51 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.27 percent over the past year, 13.84 percent over the past three years, 25.68 percent over the past five years, and 8.69 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||8.7%|
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 are High compared to funds in the same category.
MFS® Technology Fund has an expense ratio of 1.62 percent.
Risk is Average compared to funds in the same category according to Morningstar.