BMSRX Mutual Fund

BMSRX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R1) is managed by MFS Investment Management with $236,986.81 in net assets. BMSRX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSRX performance shows a YTD return of 18.35%. The 1-year return is 21.72% and the 5-year return is 10.11%. BMSRX dividend yield stands at 2.40%, paid annually.

BMSRX 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 BMSRX holdings, BMSRX sectors, or BMSRX dividends.

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