MFS Blended Research Mid Cap Equity Fund (BMSLX)
The investment seeks capital appreciation. The adviser 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, 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.
Fund Info
| ISIN | US5527436191 |
|---|---|
| CUSIP | 552743619 |
| Issuer | MFS |
| Inception Date | Aug 19, 2016 |
| Category | Mid Cap Blend Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The MFS Blended Research Mid Cap Equity Fund has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
MFS Blended Research Mid Cap Equity Fund had a return of 5.74% year-to-date (YTD) and 20.43% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.74% | 5.06% |
| 1 month | -2.54% | -3.23% |
| 6 months | 23.48% | 17.14% |
| 1 year | 20.43% | 20.62% |
| 5 years (annualized) | 11.04% | 11.54% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.54% | 5.02% | 6.16% | |||||||||
| 2023 | -4.60% | -5.25% | 10.45% | 8.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
MFS Blended Research Mid Cap Equity Fund(BMSLX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Blended Research Mid Cap Equity Fund granted a 2.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.30 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.30 | $0.58 | $3.13 | $0.13 | $0.60 | $0.81 | $0.41 | $0.05 |
Dividend yield | 2.20% | 2.32% | 5.15% | 23.06% | 0.94% | 4.90% | 8.27% | 3.47% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2016 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 5.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.06% | Feb 21, 2020 | 22 | Mar 23, 2020 | 166 | Nov 16, 2020 | 188 |
| -21.95% | Nov 17, 2021 | 215 | Sep 26, 2022 | 306 | Dec 13, 2023 | 521 |
| -21.01% | Jan 29, 2018 | 229 | Dec 24, 2018 | 82 | Apr 24, 2019 | 311 |
| -7% | Jul 29, 2019 | 13 | Aug 14, 2019 | 56 | Nov 1, 2019 | 69 |
| -5.9% | May 6, 2019 | 19 | May 31, 2019 | 13 | Jun 19, 2019 | 32 |
Volatility
Volatility Chart
The current MFS Blended Research Mid Cap Equity Fund volatility is 4.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.