BMSBX Mutual Fund

BMSBX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class B) is managed by MFS Investment Management with $158,185.41 in net assets. BMSBX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSBX performance shows a YTD return of 12.75%. The 1-year return is 12.04% and the 5-year return is 9.32%.

BMSBX top holdings include Northern Trust Corp. (1.8%), Ameriprise Financial Inc (1.8%), Valero Energy (1.7%), Aramark Holdings (1.7%), Westinghouse Air Brake Technologies Corp. (1.7%). Go to all BMSBX holdings, BMSBX sectors, or BMSBX dividends.

BMSBX can be compared against other funds. Use BMSBX overlap to find shared positions, or BMSBX vs another fund for a side-by-side view. BMSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.