BMSTX Mutual Fund

BMSTX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R3) is managed by MFS Investment Management with $13.4M in net assets. BMSTX expense ratio is 0.84%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSTX performance shows a YTD return of 13.40%. The 1-year return is 12.82% and the 5-year return is 10.14%. BMSTX dividend yield stands at 0.39%.

BMSTX 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 BMSTX holdings, BMSTX sectors, or BMSTX dividends.

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