BMSBX Mutual Fund
BMSBX Mutual Fund
BMSBX Mutual Fund
MFS Blended Research Mid Cap Equity Fund Class B
BMSBX Mutual Fund Overview
BMSBX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class B) is managed by MFS Investment Management with $160,979.67 in net assets. BMSBX expense ratio is 1.59%, holding 181 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-19.
BMSBX performance shows a YTD return of 16.77%. The 1-year return is 17.57% and the 5-year return is 8.84%.
BMSBX top holdings include Northern Trust Corp (1.9%), Ameriprise Financial Inc (1.8%), DexCom Inc (1.8%), Humana Inc. (1.7%), Aramark (1.7%). Go to all BMSBX holdings, BMSBX sectors, or BMSBX dividends.
BMSBX can be compared against other funds. Use BMSBX overlap to find shared positions, or BMSBX vs another fund for a side-by-side view. BMSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.