BMSLX Mutual Fund

BMSLX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class I) is managed by MFS Investment Management with $1.74B in net assets. BMSLX expense ratio is 0.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSLX performance shows a YTD return of 13.65%. The 1-year return is 13.21% and the 5-year return is 10.41%. BMSLX dividend yield stands at 0.63%.

BMSLX top holdings include Northern Trust Corp. (1.8%), Ameriprise Financial Inc (1.8%), Valero Energy (1.7%), Aramark Holdings (1.7%), Westinghouse Air Brake Technologies Corp. (1.7%). Go to all BMSLX holdings, BMSLX sectors, or BMSLX dividends.

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