BMSSX Mutual Fund

BMSSX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R2) is managed by MFS Investment Management with $806,878.55 in net assets. BMSSX expense ratio is 1.09%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSSX performance shows a YTD return of 18.18%. The 1-year return is 21.43% and the 5-year return is 10.08%. BMSSX dividend yield stands at 2.20%, paid annually.

BMSSX 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 BMSSX holdings, BMSSX sectors, or BMSSX dividends.

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