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 18.50%. The 1-year return is 22.07% and the 5-year return is 10.56%. BMSLX dividend yield stands at 2.60%, paid annually.

BMSLX 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 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.