BMSYX Mutual Fund

BMSYX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R6) is managed by MFS Investment Management with $1.39B in net assets. BMSYX expense ratio is 0.51%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSYX performance shows a YTD return of 13.73%. The 1-year return is 16.67% and the 5-year return is 18.97%. BMSYX dividend yield stands at 1.37%.

BMSYX 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 BMSYX holdings, BMSYX sectors, or BMSYX dividends.

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