BMSDX Mutual Fund
BMSDX Mutual Fund
BMSDX Mutual Fund
MFS Blended Research Mid Cap Equity Fund Class C
BMSDX Mutual Fund Overview
BMSDX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class C) is managed by MFS Investment Management with $8.9M in net assets. BMSDX expense ratio is 1.59%, holding 150 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-19.
BMSDX performance shows a YTD return of 17.79%. The 1-year return is 20.80% and the 5-year return is 9.80%. BMSDX dividend yield stands at 2.04%, paid annually.
BMSDX top holdings include Western Digital Corp Company Guar 11/28 3 (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 BMSDX holdings, BMSDX sectors, or BMSDX dividends.
BMSDX can be compared against other funds. Use BMSDX overlap to find shared positions, or BMSDX vs another fund for a side-by-side view. BMSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.