BMSVX Mutual Fund

BMSVX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R4) is managed by MFS Investment Management with $2.5M 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 18.45%. The 1-year return is 21.99% and the 5-year return is 10.63%. BMSVX dividend yield stands at 2.58%, paid annually.

BMSVX 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 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.