BMSRX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R1) is managed by MFS Investment Management with $227,752.89 in net assets. BMSRX expense ratio is 1.59%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.

BMSRX performance shows a YTD return of 17.70%. The 1-year return is 23.48% and the 5-year return is 14.15%. BMSRX dividend yield stands at 2.39%, paid annually.

BMSRX top holdings include Technipfmc Plc Ordinary Shares (2.0%), Valero Energy (1.9%), Phillips 66 (1.8%), Edison Intl (1.8%), Pg&E Corp. (1.8%). View all BMSRX holdings, sector breakdown, or dividend history.

BMSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BMSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.