MFS Blended Research Mid Cap Eq R3 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.
MFS Blended Research Mid Cap Equity Fund R3 BMSTX
- NAV / 1-Day Return 16.86 / +2.37 %
- Total Assets 2.9B
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.840%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.39%
- Turnover 58%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:35 AM GMT+0
Morningstar’s Analysis BMSTX
Will BMSTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BMSTX 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 BMSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Western Digital Corp | 2.45 | 68M | Technology |
Currency Cash CASH_USD | 2.16 | 60M | Cash and Equivalents |
Valero Energy Corp | 2.09 | 58M | Energy |
Northern Trust Corp | 1.80 | 50M | Financial Services |
Ciena Corp | 1.76 | 49M | Technology |
Westinghouse Air Brake Technologies Corp | 1.71 | 47M | Industrials |
Viking Holdings Ltd | 1.68 | 47M | Consumer Cyclical |
Flex Ltd | 1.65 | 46M | Technology |
Edison International | 1.61 | 45M | Utilities |
Ameriprise Financial Inc | 1.56 | 43M | Financial Services |
United States