BMSBX Mutual Fund

BMSBX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class B) is managed by MFS Investment Management with $154,708 in net assets. BMSBX expense ratio is 1.59%, holding 150 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-19.

BMSBX performance shows a YTD return of 18.14%. The 1-year return is 16.90% and the 5-year return is 9.32%. BMSBX dividend yield stands at 2.03%, paid annually.

BMSBX top holdings include Western Digital Corp. (2.9%), Flex Ltd. Ordinary Shares (2.2%), Valero Energy (2.0%), Viking Holdings Ltd. Ordinary Shares (2.0%), Humana Inc. (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.