- ISIN
- US5527436191
- CUSIP
- 552743619
- Issuer
- MFS
- Inception Date
- Aug 19, 2016
- Category
- Mid Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
BMSLX Performance Chart
MFS Blended Research Mid Cap Equity Fund (BMSLX) is up 15.7% since the beginning of the year. BMSLX is currently trading at $17 per share. Investors who bought $1,000 worth of BMSLX shares 5 years ago would now be looking at an investment worth $1,720.
Loading charts...
Returns By Period
MFS Blended Research Mid Cap Equity Fund (BMSLX) has returned 15.73% so far this year and 23.60% over the past 12 months.
MFS Blended Research Mid Cap Equity Fund
- 1D
- 1.00%
- 1M
- 4.96%
- YTD
- 15.73%
- 6M
- 13.89%
- 1Y
- 23.60%
- 3Y*
- 18.19%
- 5Y*
- 11.46%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BMSLX Monthly Returns History
Based on dividend-adjusted daily data since Aug 23, 2016, BMSLX's average daily return is +0.05%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Mar 2020 at -19.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BMSLX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -13.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.17% | 3.08% | -5.59% | 8.34% | 3.41% | 2.88% | 15.73% | ||||||
| 2025 | 4.96% | -3.58% | -4.41% | -2.71% | 6.62% | 3.46% | 1.02% | 3.71% | 0.65% | -2.13% | 1.12% | -0.26% | 8.08% |
| 2024 | 0.54% | 5.02% | 6.16% | -4.71% | 3.87% | -1.24% | 5.10% | 1.40% | 2.42% | -0.58% | 8.69% | -7.72% | 19.25% |
| 2023 | 8.77% | -1.56% | -2.34% | -1.03% | -2.68% | 9.33% | 3.41% | -2.59% | -4.60% | -5.25% | 10.45% | 8.18% | 19.81% |
| 2022 | -6.18% | -0.86% | 2.22% | -6.11% | 1.48% | -9.34% | 8.78% | -3.29% | -8.01% | 11.20% | 3.08% | -5.27% | -13.70% |
| 2021 | -0.60% | 4.54% | 4.85% | 5.66% | 0.46% | 1.30% | 1.73% | 2.65% | -4.12% | 5.51% | -2.86% | 5.25% | 26.54% |
Benchmark Metrics
MFS Blended Research Mid Cap Equity Fund has an annualized alpha of -1.02%, beta of 1.01, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since August 23, 2016.
- This fund participated in 101.89% of S&P 500 Index downside but only 96.32% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.01 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.02%
- Beta
- 1.01
- R²
- 0.86
- Upside Capture
- 96.32%
- Downside Capture
- 101.89%
Expense Ratio
BMSLX has an expense ratio of 0.59%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BMSLX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMSLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.78 | -0.19 |
| Martin ratioReturn relative to average drawdown | 8.85 | 12.44 | -3.58 |
Dividends
Dividend History
MFS Blended Research Mid Cap Equity Fund provided a 2.66% dividend yield over the last twelve months, with an annual payout of $0.46 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.46 | $0.46 | $1.55 | $0.30 | $0.58 | $3.13 | $0.13 | $0.60 | $0.81 | $0.31 | $0.05 |
Dividend yield | 2.66% | 3.08% | 10.98% | 2.32% | 5.15% | 23.06% | 0.94% | 4.90% | 8.27% | 2.63% | 0.47% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Mid Cap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $1.55 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 | $3.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research Mid Cap Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research Mid Cap Equity Fund was 41.06%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current MFS Blended Research Mid Cap Equity Fund drawdown is 0.46%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -41.06%Mar 2020 | 1mo 1d | 7mo 28d | 8mo 29dFeb 2020 - Nov 2020 |
2025 selloff2025 | -22.28%Apr 2025 | 4mo 12d | 4mo 16d | 8mo 28dNov 2024 - Aug 2025 |
Bear market2022 | -21.95%Sep 2022 | 10mo 13d | 1y 2mo | 2y 27dNov 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -21.01%Dec 2018 | 3mo 1d | 4mo 1d | 7mo 2dSep 2018 - Apr 2019 |
2018 correction2018 | -10.21%Feb 2018 | 10d | 7mo 15d | 7mo 25dJan 2018 - Sep 2018 |
Drawdown Indicators
| BMSLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -56.78% | +15.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.17% | -9.10% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | -18.90% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -25.43% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.46% | -1.80% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -10.71% | +5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.03% | +0.65% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with BMSLX
Add MFS Blended Research Mid Cap Equity Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with BMSLX