MFS Blended Research Mid Cap Equity Fund R6 BMSYX Strategy
Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund’s net assets in equity securities of issuers with medium market capitalizations. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser may invest the fund's assets in foreign securities.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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BMSLX
| MFS Blended Research Mid Cap Equity Fund I | Institutional | Open | $1.70B | 0.590% | Low | $0 | $583.74M | |||
BMSFX
| MFS Blended Research Mid Cap Equity Fund A | Front Load | Open | $127.11M | 0.840% | Low | $1,000 | $32.23M | |||
BMSBX
| MFS Blended Research Mid Cap Equity Fund B | Deferred Load | Closed | $156,484.00 | 1.590% | Low | $1,000 | −$14,060.29 | |||
BMSDX
| MFS Blended Research Mid Cap Equity Fund C | Level Load | Open | $8.87M | 1.590% | Low | $1,000 | $1.89M | |||
BMSVX
| MFS Blended Research Mid Cap Equity Fund R4 | Retirement, Large | Open | $2.75M | 0.590% | Low | $0 | $993,386.36 | |||
BMSYX
| MFS Blended Research Mid Cap Equity Fund R6 | Retirement, Large | Open | $1.37B | 0.510% | Low | $0 | $62.56M | |||
BMSTX
| MFS Blended Research Mid Cap Equity Fund R3 | Retirement, Medium | Open | $13.21M | 0.840% | Low | $0 | $4.45M | |||
BMSSX
| MFS Blended Research Mid Cap Equity Fund R2 | Retirement, Medium | Open | $682,134.00 | 1.090% | Low | $0 | −$15,448.42 | |||
BMSRX
| MFS Blended Research Mid Cap Equity Fund R1 | Retirement, Small | Open | $223,347.00 | 1.590% | Average | $0 | −$4,630.62 |
United States