BMSDX Mutual Fund
BMSDX Mutual Fund
MFS Blended Research Mid Cap Equity Fund Class C
BMSDX Mutual Fund Overview
BMSDX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class C) is managed by MFS Investment Management with $8.8M in net assets. BMSDX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.
BMSDX performance shows a YTD return of 17.29%. The 1-year return is 22.46% and the 5-year return is 9.91%. BMSDX dividend yield stands at 2.03%, paid annually.
BMSDX top holdings include Technipfmc Plc (2.0%), Valero Energy Corp. (1.9%), Phillips 66 (1.8%), Edison International (1.8%), Pg&E Corp (1.8%). View all BMSDX holdings, sector breakdown, or dividend history.
BMSDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BMSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.