MFS Blended Research Mid Cap Equity FundBMSSX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.6B
Expense ratio
1.09%
1-year return
+17.5%
3 years, a year
+17.7%
5 years, a year
+9.9%
12-month yield
2.24%
Holdings
150

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
TechnipFMC plc2.00%
VLO Valero Energy Corp.1.91%
PSX Phillips 661.84%
EIX Edison International1.79%
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 BMSSX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.