BMSRX Mutual Fund

BMSRX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R1) is managed by MFS Investment Management with $225,857 in net assets. BMSRX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSRX performance shows a YTD return of 13.45%. The 1-year return is 12.94% and the 5-year return is 9.62%. BMSRX dividend yield stands at 0.40%.

BMSRX 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 BMSRX holdings, BMSRX sectors, or BMSRX dividends.

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