BMSYX Mutual Fund

BMSYX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R6) is managed by MFS Investment Management with $1.44B in net assets. BMSYX expense ratio is 0.52%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSYX performance shows a YTD return of 18.57%. The 1-year return is 22.13% and the 5-year return is 10.74%. BMSYX dividend yield stands at 2.65%, paid annually.

BMSYX 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 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.