MFS Blended Research Mid Cap Equity Fund (BMSLX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in MFS Blended Research Mid Cap Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

MFS Blended Research Mid Cap Equity Fund (BMSLX) has returned -2.30% so far this year and 9.16% over the past 12 months.

Based on dividend-adjusted daily data since Aug 23, 2016, BMSLX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 62% of months were positive and 38% 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%.

MFS Blended Research Mid Cap Equity Fund has an annualized alpha of -1.06%, beta of 1.01, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since August 24, 2016.

• This fund participated in 103.60% of S&P 500 Index downside but only 97.77% 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.

BMSLX has an expense ratio of 0.59%, placing it in the medium range.

BMSLX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Blended Research Mid Cap Equity Fund provided a 3.15% dividend yield over the last twelve months, with an annual payout of $0.46 per share.

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.

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.

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 9.17%.

The chart below shows the rolling one-month volatility.