MFS Blended Research Mid Cap Equity Fund R4
BMSVX
NASDAQ
| Weiss Ratings | BMSVX-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 | BMSVX-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 | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Mid Cap Equity Fund R4 | |||
| 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 | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.58% | |||
| Dividend | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | BMSVX-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 | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.19% | |||
| 30-Day Total Return | -3.83% | |||
| 60-Day Total Return | -0.63% | |||
| 90-Day Total Return | 0.75% | |||
| Year to Date Total Return | 16.56% | |||
| 1-Year Total Return | 15.01% | |||
| 2-Year Total Return | 26.81% | |||
| 3-Year Total Return | 65.49% | |||
| 5-Year Total Return | 65.05% | |||
| Price | BMSVX-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 | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $17.31 | |||
| 1-Month Low NAV | $17.29 | |||
| 1-Month High NAV | $18.04 | |||
| 52-Week Low NAV | $14.51 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $18.35 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 15.70 | |||
| Balance Sheet | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.24B | |||
| Operating Ratios | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.59% | |||
| Turnover Ratio | 51.00% | |||
| Performance | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.08% | |||
| Last Bear Market Total Return | -13.60% | |||