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Morningstar

MFS Blended Research Mid Cap Eq R6 BMSYX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.00  /  −0.85 %
  • Total Assets 647.9 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.04%
  • Turnover 67%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis BMSYX

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

  • People Pillar

    The People Pillar is our evaluation of the BMSYX 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 BMSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Blended Research Mid Cap Eq R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BMSYX

More BMSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spotify Technology SA

2.25 13.9 Mil
Communication Services

Phillips 66

2.12 13.0 Mil
Energy

Ameriprise Financial Inc

2.00 12.3 Mil
Financial Services

Vistra Corp

1.94 12.0 Mil
Utilities

Ingersoll Rand Inc

1.94 12.0 Mil
Industrials

The AZEK Co Inc Class A

1.82 11.2 Mil
Industrials

Align Technology Inc

1.79 11.0 Mil
Healthcare

Builders FirstSource Inc

1.76 10.8 Mil
Industrials

The Hartford Financial Services Group Inc

1.75 10.8 Mil
Financial Services

Veeva Systems Inc Class A

1.67 10.2 Mil
Healthcare