BMSTX Mutual Fund

BMSTX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R3) is managed by MFS Investment Management with $11.1M in net assets. BMSTX expense ratio is 0.84%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSTX performance shows a YTD return of 18.34%. The 1-year return is 21.67% and the 5-year return is 10.36%. BMSTX dividend yield stands at 2.38%, paid annually.

BMSTX 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 BMSTX holdings, BMSTX sectors, or BMSTX dividends.

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