BMSLX Mutual Fund

BMSLX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class I) is managed by MFS Investment Management with $1.68B in net assets. BMSLX expense ratio is 0.59%, holding 150 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-19.

BMSLX performance shows a YTD return of 18.50%. The 1-year return is 22.07% and the 5-year return is 10.92%. BMSLX dividend yield stands at 2.60%, paid annually.

BMSLX 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 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.