BMSDX Mutual Fund

BMSDX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class C) is managed by MFS Investment Management with $9.3M in net assets. BMSDX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. 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 9.45%. BMSDX dividend yield stands at 2.04%, paid annually.

BMSDX 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 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.