| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#17 in Technology
U.S. News evaluated 52 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 2.56 percent over the past year, 10.61 percent over the past three years, 5.25 percent over the past five years, and 10.37 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.2% |
| 1 Year | 2.6% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | 10.4% |
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 1.38 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
