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) | James C. Fallon (8), Matthew W. Krummell (8), Jonathan W. Sage (8), 1 other | |||
| 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 | 0.84% | |||
| Dividend | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | BMSVX-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 | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.43% | |||
| 30-Day Total Return | 4.11% | |||
| 60-Day Total Return | 8.49% | |||
| 90-Day Total Return | 2.23% | |||
| Year to Date Total Return | 0.14% | |||
| 1-Year Total Return | 8.71% | |||
| 2-Year Total Return | 37.03% | |||
| 3-Year Total Return | 36.02% | |||
| 5-Year Total Return | 88.66% | |||
| 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 | $14.18 | |||
| 1-Month Low NAV | $13.51 | |||
| 1-Month High NAV | $14.54 | |||
| 52-Week Low NAV | $11.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.96 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.09 | |||
| Standard Deviation | 20.01 | |||
| Balance Sheet | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.50B | |||
| Operating Ratios | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.59% | |||
| Turnover Ratio | 75.00% | |||
| Performance | BMSVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.01% | |||
| Last Bear Market Total Return | -13.60% | |||