BMSYX Mutual Fund

BMSYX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R6) is managed by MFS Investment Management with $1.35B in net assets. BMSYX expense ratio is 0.52%, holding 150 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-19.

BMSYX performance shows a YTD return of 18.98%. The 1-year return is 18.18% and the 5-year return is 18.97%. BMSYX dividend yield stands at 2.64%, paid annually.

BMSYX top holdings include Western Digital Corp. (2.9%), Flex Ltd. Ordinary Shares (2.2%), Valero Energy (2.0%), Viking Holdings Ltd. Ordinary Shares (2.0%), Humana Inc. (1.8%). Go to all BMSYX holdings, BMSYX sectors, or BMSYX dividends.

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