MFS Blended Research Mid Cap Equity Fund A
BMSFX
NASDAQ
| Weiss Ratings | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Matthew W. Krummell (10), Jonathan W. Sage (10), John (Jed) E. Stocks (10), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Mid Cap Equity Fund A | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Aug 19, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.40% | |||
| Dividend | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.32% | |||
| Stock | 98.68% | |||
| U.S. Stock | 94.47% | |||
| Non-U.S. Stock | 4.21% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.19% | |||
| 30-Day Total Return | -3.88% | |||
| 60-Day Total Return | -0.68% | |||
| 90-Day Total Return | 0.69% | |||
| Year to Date Total Return | 16.37% | |||
| 1-Year Total Return | 14.74% | |||
| 2-Year Total Return | 26.15% | |||
| 3-Year Total Return | 64.23% | |||
| 5-Year Total Return | 62.96% | |||
| Price | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $17.34 | |||
| 1-Month Low NAV | $17.32 | |||
| 1-Month High NAV | $18.08 | |||
| 52-Week Low NAV | $14.55 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $18.39 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 15.68 | |||
| Balance Sheet | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.24B | |||
| Operating Ratios | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.84% | |||
| Turnover Ratio | 51.00% | |||
| Performance | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.84% | |||
| Last Bear Market Total Return | -13.62% | |||