BMSFX Mutual Fund

BMSFX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class A) is managed by MFS Investment Management with $127.3M in net assets. BMSFX expense ratio is 0.84%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSFX performance shows a YTD return of 18.32%. The 1-year return is 21.68% and the 5-year return is 10.35%. BMSFX dividend yield stands at 2.39%, paid annually.

BMSFX 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 BMSFX holdings, BMSFX sectors, or BMSFX dividends.

BMSFX can be compared against other funds. Use BMSFX overlap to find shared positions, or BMSFX vs another fund for a side-by-side view. BMSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.