Nasdaq - Delayed Quote USD
MFS Blended Research Mid Cap Eq C (BMSDX)
12.44
+0.08
+(0.65%)
At close: April 17 at 8:00:08 PM EDT
Fund Summary
The adviser normally invests at least 80% of the fund's net assets in equity securities of issuers with medium market capitalizations. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser may invest the fund's assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -10.70% |
| 5y Average Return | 13.03% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BMSDX | Category Average | BMSDX | Category Average | BMSDX | Category Average | |
| Alpha | -1.88 | -0.06 | -1.48 | -0.05 | -- | -0.04 |
| BETA | 1.04 | 0.01 | 1.02 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 1.45 | 0.01 | -- | 0.01 |
| R-squared | 81.04 | 0.88 | 84.01 | 0.85 | -- | 0.84 |
| Standard Deviation | 19.99 | 0.23 | 18.73 | 0.19 | -- | 0.17 |
| Sharpe Ratio | 0.2 | 0.01 | 0.78 | 0.01 | -- | 0.01 |
| Treynor Ratio | 2.11 | 0.11 | 13.81 | 0.11 | -- | 0.1 |
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