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) | James C. Fallon (8), Matthew W. Krummell (8), Jonathan W. Sage (8), 1 other | |||
| 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 | 0.65% | |||
| Dividend | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.02% | |||
| Stock | 98.99% | |||
| U.S. Stock | 97.48% | |||
| Non-U.S. Stock | 1.51% | |||
| 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 | 1.42% | |||
| 30-Day Total Return | 4.09% | |||
| 60-Day Total Return | 8.46% | |||
| 90-Day Total Return | 2.15% | |||
| Year to Date Total Return | 0.07% | |||
| 1-Year Total Return | 8.40% | |||
| 2-Year Total Return | 36.30% | |||
| 3-Year Total Return | 34.96% | |||
| 5-Year Total Return | 86.37% | |||
| 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 | $14.22 | |||
| 1-Month Low NAV | $13.55 | |||
| 1-Month High NAV | $14.59 | |||
| 52-Week Low NAV | $11.99 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.00 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.09 | |||
| Standard Deviation | 19.97 | |||
| Balance Sheet | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.50B | |||
| Operating Ratios | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.84% | |||
| Turnover Ratio | 75.00% | |||
| Performance | BMSFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.79% | |||
| Last Bear Market Total Return | -13.62% | |||