MFS Blended Research Mid Cap Equity FundBMSBX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.6B
Expense ratio
1.59%
1-year return
+16.9%
3 years, a year
+17.1%
5 years, a year
+9.3%
12-month yield
2.08%
Holdings
150
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TechnipFMC plc | 2.00% |
| VLO Valero Energy Corp. | 1.91% |
| PSX Phillips 66 | 1.84% |
| EIX Edison International | 1.79% |
| PCG PG&E Corp. | 1.77% |
| WAB Westinghouse Air Brake Technologies Corp. | 1.72% |
| Viking Holdings Ltd. | 1.65% |
| NTRS Northern Trust Corp. | 1.60% |
| AMP Ameriprise Financial, Inc. | 1.59% |
| AG AGCO Corp. | 1.58% |
More on BMSBX.
- BMSBX overview
- BMSBX holdings
- BMSBX risk
- BMSBX costs
- BMSBX money in and out
- BMSBX share classes
- Compare BMSBX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.