Nasdaq - Delayed Quote USD
MFS Blended Research Mid Cap Eq R1 (BMSRX)
12.60
0.00
(0.00%)
At close: 8:00:07 PM EDT
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12.60 - YTD Return -3.36%
- Expense Ratio 1.59%
- 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 0.10%
- 5y Average Return --
- Holdings Turnover 75.00%
- Last Dividend 0.02
- 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: BMSRX
View MoreTrailing returns as of 4/14/2025. Category is Mid-Cap Blend.
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Holdings: BMSRX
View MoreSector Weightings
SectorBMSRX
Financial Services 18.60%
Industrials 15.52%
Technology 13.93%
Healthcare 10.53%
Consumer Cyclical 8.85%
Real Estate 8.29%
Utilities 5.49%
Energy 5.46%
Basic Materials 4.70%
Consumer Defensive 4.51%
Communication Services 4.13%
Recent News: BMSRX
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