Morningstar

MFS Blended Research Mid Cap Equity Fund R1 BMSRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.22  /  +0.12 %
  • Total Assets 3.1B
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.38%
  • Turnover 58%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 1:10 AM GMT+0

Morningstar’s Analysis BMSRX

Will BMSRX 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 BMSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMSRX 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 BMSRX’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 R1 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 BMSRX

More BMSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Digital Corp

2.94 86M
Technology

Flex Ltd

2.67 78M
Technology

Valero Energy Corp

1.98 58M
Energy

Ciena Corp

1.90 56M
Technology

Viking Holdings Ltd

1.86 55M
Consumer Cyclical

Okta Inc Class A

1.82 53M
Technology

Northern Trust Corp

1.76 52M
Financial Services

Aramark

1.70 50M
Industrials

Westinghouse Air Brake Technologies Corp

1.62 48M
Industrials

Edison International

1.59 47M
Utilities

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