MTERX Mutual Fund

MTERX Mutual Fund (MFS Technology Fund Class R2) is managed by MFS Investment Management with $30.1M in net assets. MTERX expense ratio is 1.36%, holding 47 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2003-10-31.

MTERX performance shows a YTD return of 19.96%. The 1-year return is 32.33% and the 5-year return is 13.88%. MTERX dividend yield stands at 15.37%, paid annually.

MTERX top holdings include Nvidia Corp (10.0%), 'alphabet Inc., Class 'a'' (9.8%), Apple Inc (9.3%), Broadcom Inc (7.7%), Microsoft Corp 4.100 Feb 06 37 (7.2%). View all MTERX holdings, sector breakdown, or dividend history.

MTERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MTERX alternatives are available via the screener, along with tax-loss harvesting opportunities.