MFS Blended Research Mid Cap Equity Fund R3
BMSTX
NASDAQ
| Weiss Ratings | BMSTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | BMSTX-NASDAQ | Click to Compare |
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| 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 | BMSTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Mid Cap Equity Fund R3 | |||
| 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 | BMSTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.67% | |||
| Dividend | BMSTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.67% | |||
| Asset Allocation | BMSTX-NASDAQ | Click to Compare |
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| Cash | 1.87% | |||
| Stock | 98.12% | |||
| U.S. Stock | 96.56% | |||
| Non-U.S. Stock | 1.56% | |||
| 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 | BMSTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.26% | |||
| 30-Day Total Return | -1.95% | |||
| 60-Day Total Return | 2.90% | |||
| 90-Day Total Return | 7.15% | |||
| Year to Date Total Return | 2.97% | |||
| 1-Year Total Return | 12.06% | |||
| 2-Year Total Return | 30.57% | |||
| 3-Year Total Return | 42.87% | |||
| 5-Year Total Return | 86.60% | |||
| Price | BMSTX-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 | BMSTX-NASDAQ | Click to Compare |
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| Nav | $14.52 | |||
| 1-Month Low NAV | $14.52 | |||
| 1-Month High NAV | $15.02 | |||
| 52-Week Low NAV | $11.89 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.88 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | BMSTX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 18.52 | |||
| Balance Sheet | BMSTX-NASDAQ | Click to Compare |
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| Total Assets | 1.73B | |||
| Operating Ratios | BMSTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 58.00% | |||
| Performance | BMSTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.80% | |||
| Last Bear Market Total Return | -13.63% | |||