BMSFX Mutual Fund

BMSFX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class A) is managed by MFS Investment Management with $130.9M in net assets. BMSFX expense ratio is 0.84%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSFX performance shows a YTD return of 13.43%. The 1-year return is 12.89% and the 5-year return is 10.14%. BMSFX dividend yield stands at 0.42%.

BMSFX 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 BMSFX holdings, BMSFX sectors, or BMSFX dividends.

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