MFS Blended Research Mid Cap Equity Fund R1
BMSRX
NASDAQ
| Weiss Ratings | BMSRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BMSRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BMSRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Mid Cap Equity Fund R1 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BMSRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.09% | |||
| Dividend | BMSRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | BMSRX-NASDAQ | Click to Compare |
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| Cash | 0.81% | |||
| Stock | 99.18% | |||
| U.S. Stock | 97.26% | |||
| Non-U.S. Stock | 1.92% | |||
| 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 | BMSRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.26% | |||
| 30-Day Total Return | 4.78% | |||
| 60-Day Total Return | 1.95% | |||
| 90-Day Total Return | 6.86% | |||
| Year to Date Total Return | 7.93% | |||
| 1-Year Total Return | 12.64% | |||
| 2-Year Total Return | 36.10% | |||
| 3-Year Total Return | 52.09% | |||
| 5-Year Total Return | 85.71% | |||
| Price | BMSRX-NASDAQ | Click to Compare |
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| 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 | BMSRX-NASDAQ | Click to Compare |
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| Nav | $15.10 | |||
| 1-Month Low NAV | $14.48 | |||
| 1-Month High NAV | $15.24 | |||
| 52-Week Low NAV | $11.80 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.66 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | BMSRX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.40 | |||
| Balance Sheet | BMSRX-NASDAQ | Click to Compare |
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| Total Assets | 1.92B | |||
| Operating Ratios | BMSRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.59% | |||
| Turnover Ratio | 58.00% | |||
| Performance | BMSRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.50% | |||
| Last Bear Market Total Return | -13.82% | |||