Morningstar

MFS Blended Research Mid Cap Equity Fund R6 BMSYX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $17.53  /  +0.11 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis BMSYX

Will BMSYX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Mid Cap Eq R6 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 BMSYX

More BMSYX Holdings
  • 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

Illumina Inc

2.18 69M
Healthcare

Okta Inc Class A

2.10 66M
Technology

Humana Inc

1.78 56M
Healthcare

Northern Trust Corp

1.76 56M
Financial Services

DexCom Inc

1.73 55M
Healthcare

Westinghouse Air Brake Technologies Corp

1.69 53M
Industrials

Aramark

1.67 53M
Industrials

Ameriprise Financial Inc

1.67 53M
Financial Services

Teradyne Inc

1.65 52M
Technology

Hewlett Packard Enterprise Co

1.57 49M
Technology

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