BMSSX

About BMSSX

MFS Blended Research Mid Cap Equity Fund R2 is an actively managed mutual fund specializing in mid-cap U.S. equities. The fund’s primary objective is capital appreciation, achieved by investing at least 80% of its assets in equity securities of companies with medium market capitalizations. It follows a blended strategy, selecting both growth and value stocks, and may also include a small allocation to foreign securities for added diversification. The portfolio is constructed by combining both quantitative models and fundamental research to identify promising mid-cap companies, resulting in a diversified basket with a significant focus on the financial services, industrials, healthcare, and technology sectors. Typically, the fund holds over 140 positions, with the top ten holdings representing around 17% of assets, reflecting a balanced approach to risk and opportunity. Managed by a seasoned team with substantial tenure, the fund serves as a core holding for investors seeking exposure to the mid-cap segment—a market segment known for its potential to balance growth and stability within an investment portfolio.