BMSBX Mutual Fund

BMSBX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class B) is managed by MFS Investment Management with $166,573.4 in net assets. BMSBX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSBX performance shows a YTD return of 17.80%. The 1-year return is 20.80% and the 5-year return is 9.46%. BMSBX dividend yield stands at 2.03%, paid annually.

BMSBX top holdings include Technipfmc Plc Ordinary Shares (2.0%), Valero Energy (1.9%), Phillips 66 (1.8%), Edison Intl (1.8%), Pg&E Corp. (1.8%). 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.