BMSBX

About BMSBX

MFS Blended Research Mid Cap Equity Fund Class B is a mutual fund that focuses on pursuing capital appreciation by investing primarily in equity securities of mid-capitalization companies. The fund blends both growth and value styles, targeting businesses with market capitalizations within the range of the Russell Midcap Index. Its investment strategy is distinguished by the integration of fundamental and quantitative research methods, aiming to balance in-depth company analysis with data-driven insights. Typical holdings span a range of sectors including financial services, healthcare, technology, industrials, and utilities. The fund maintains a diversified portfolio, with around 145 holdings and significant representation among its top ten positions. MFS Blended Research Mid Cap Equity Fund Class B is notable for its active management and relatively high active share, which means its portfolio deviates meaningfully from its benchmark, the Russell Midcap Index. The fund is designed for investors seeking diversified exposure to the U.S. mid-cap equity market, reflecting a blend of established companies with potential for continued growth and innovation.