BMSSX Mutual Fund

BMSSX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R2) is managed by MFS Investment Management with $690,932.31 in net assets. BMSSX expense ratio is 1.09%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSSX performance shows a YTD return of 13.24%. The 1-year return is 12.63% and the 5-year return is 9.86%. BMSSX dividend yield stands at 0.19%.

BMSSX 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 BMSSX holdings, BMSSX sectors, or BMSSX dividends.

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