BMSDX Mutual Fund

BMSDX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class C) is managed by MFS Investment Management with $9.0M in net assets. BMSDX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSDX performance shows a YTD return of 12.87%. The 1-year return is 12.08% and the 5-year return is 9.30%.

BMSDX 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 BMSDX holdings, BMSDX sectors, or BMSDX dividends.

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