BMSVX Mutual Fund

BMSVX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R4) is managed by MFS Investment Management with $5.1M in net assets. BMSVX expense ratio is 0.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSVX performance shows a YTD return of 13.61%. The 1-year return is 13.16% and the 5-year return is 10.41%. BMSVX dividend yield stands at 0.61%.

BMSVX top holdings include Northern Trust Corp. (1.8%), Ameriprise Financial Inc (1.8%), Valero Energy (1.7%), Aramark Holdings (1.7%), Westinghouse Air Brake Technologies Corp. (1.7%). Go to all BMSVX holdings, BMSVX sectors, or BMSVX dividends.

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