MFS Blended Research Mid Cap Equity Fund R2
BMSSX
NASDAQ
| Weiss Ratings | BMSSX-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 | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Mid Cap Equity Fund R2 | |||
| 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 | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.35% | |||
| Dividend | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.19% | |||
| 30-Day Total Return | 4.83% | |||
| 60-Day Total Return | 1.94% | |||
| 90-Day Total Return | 6.90% | |||
| Year to Date Total Return | 7.81% | |||
| 1-Year Total Return | 12.49% | |||
| 2-Year Total Return | 36.59% | |||
| 3-Year Total Return | 53.48% | |||
| 5-Year Total Return | 89.28% | |||
| Price | BMSSX-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 | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $15.17 | |||
| 1-Month Low NAV | $14.54 | |||
| 1-Month High NAV | $15.30 | |||
| 52-Week Low NAV | $11.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.80 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.10 | |||
| Standard Deviation | 18.38 | |||
| Balance Sheet | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.92B | |||
| Operating Ratios | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.09% | |||
| Turnover Ratio | 58.00% | |||
| Performance | BMSSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.66% | |||
| Last Bear Market Total Return | -13.74% | |||