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MFS Blended Research Mid Cap Eq A (BMSFX)

12.37
-0.74
(-5.64%)
At close: April 4 at 8:00:07 PM EDT
Loading Chart for BMSFX
  • Previous Close 13.11
  • YTD Return -3.31%
  • Expense Ratio 0.84%
  • Category Mid-Cap Blend
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.2B
  • Beta (5Y Monthly) 1.04
  • Yield 0.67%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.10
  • Inception Date Aug 19, 2016

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.

MFS

Fund Family

Mid-Cap Blend

Fund Category

1.2B

Net Assets

2016-08-19

Inception Date

Performance Overview: BMSFX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Blend.

YTD Return

BMSFX
3.31%
Category
17.04%
 

1-Year Return

BMSFX
2.76%
Category
50.44%
 

3-Year Return

BMSFX
7.60%
Category
13.15%
 

5-Year Return

BMSFX
17.69%
Category
13.75%
 

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Holdings: BMSFX

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Sector Weightings

SectorBMSFX
Industrials   15.52%
Technology   13.93%
Healthcare   10.53%
Real Estate   8.29%
Utilities   5.49%
Energy   5.46%

Recent News: BMSFX

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Research Reports: BMSFX

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