Morningstar

MFS Blended Research Mid Cap Equity Fund C BMSDX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $16.89  /  −0.59 %
  • Fund Size $3.4B
  • Adjusted Expense Ratio 1.590%
  • Net Expense Ratio 1.590%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis BMSDX

Will BMSDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMSDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMSDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BMSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Mid Cap Eq C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BMSDX

More BMSDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Trust Corp

1.85 60M
Financial Services

Ameriprise Financial Inc

1.80 58M
Financial Services

DexCom Inc

1.75 57M
Healthcare

Humana Inc

1.72 56M
Healthcare

Aramark

1.69 55M
Industrials

Valero Energy Corp

1.68 54M
Energy

Westinghouse Air Brake Technologies Corp

1.67 54M
Industrials

Okta Inc Class A

1.66 54M
Technology

Illumina Inc

1.63 53M
Healthcare

Popular Inc

1.60 52M
Financial Services

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