Nasdaq - Delayed Quote USD

MFS Blended Research Mid Cap Eq R6 (BMSYX)

14.14
-0.16
(-1.12%)
At close: 6:45:27 PM EDT

Top 10 Holdings (16.52% of Total Assets)

SymbolCompany% Assets
Ameriprise Financial, Inc. 1.93%
Verisk Analytics, Inc. 1.74%
Westinghouse Air Brake Technologies Corporation 1.72%
O'Reilly Automotive, Inc. 1.70%
GoDaddy Inc. 1.59%
General Mills, Inc. 1.58%
The Hartford Insurance Group, Inc. 1.58%
Spotify Technology S.A. 1.57%
Veeva Systems Inc. 1.56%
CNH Industrial N.V. 1.55%
Get Quotes for Top Holdings

Sector Weightings

SectorBMSYX
Financial Services   17.99%
Industrials   15.39%
Technology   14.84%
Healthcare   10.28%
Consumer Cyclical   8.52%
Real Estate   8.43%
Utilities   5.57%
Energy   5.46%
Consumer Defensive   4.84%
Basic Materials   4.49%
Communication Services   4.20%

Overall Portfolio Composition (%)

Cash 1.02%
Stocks 98.99%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BMSYX Category Average
Price/Earnings 0.06 23.15
Price/Book 0.45 3.13
Price/Sales 0.84 1.88
Price/Cashflow 0.1 13.3
Median Market Cap 15,920.72 11,149.36
3 Year Earnings Growth 8.39 9.9

Bond Holdings

Average BMSYX Category Average
Maturity -- --
Duration -- 0.08
Credit Quality -- --

Performance & Risk

YTD Return -1.13%
5y Average Return 15.14%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family MFS
Net Assets 1.34B
YTD Return -5.86%
Yield 0.99%
Morningstar Rating
Inception Date Aug 19, 2016

Fund Summary

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, depositary receipts, 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.

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