BMSYX Mutual Fund
BMSYX Mutual Fund
MFS Blended Research Mid Cap Equity Fund Class R6
BMSYX Mutual Fund Overview
BMSYX Mutual Fund (MFS Blended Research Mid Cap Equity Fund Class R6) is managed by MFS Investment Management with $1.39B in net assets. BMSYX expense ratio is 0.52%, holding 150 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-08-19.
BMSYX performance shows a YTD return of 17.87%. The 1-year return is 23.80% and the 5-year return is 11.20%. BMSYX dividend yield stands at 2.64%, paid annually.
BMSYX 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 BMSYX holdings, sector breakdown, or dividend history.
BMSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BMSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.