Mutual Funds - Profile

MFS Blended Research Mid Cap Equity Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index and the research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

More

Price

  • Last Close
  • $15.65
    -0.09
  • 52 Week HL
  • $16.23 - $11.18
  • Net Assets
  • $450.7 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2020

Top 10 Holdings
Mar 25, 2021

Company Holding
Cadence Design
Quanta Services
DocuSign Inc
McKesson Corporation
Regal Beloit
Company Holding
EPAM Systems
Kansas City
Brunswick Corp/DE
Crowdstrike Holdings
Take-Two Interactive
Total 0%

Manager

  • Name
  • Matthew Krummell
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
22.5 % YTD

  • 3 Year
  • 66.12%
  • 5 Year
  • 77.9%
  • Best
  • 24.16%
    2019
  • Worst
  • 9.23%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BMSBX 16%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8.6% -27.2% 15.3% -1% 4.1% - - - - - -
Q2 7.3% 21.3% 3.8% 4.2% 3.5% -100% - - - - -
Q3 5.1% 5.3% -0.2% 3.7% 3.4% -0.4% - - - - -
Q4 - 17.5% 2.1% -15.7% 5.3% 3.6% - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.8% 4.5% 4.7% 5.6% 0.4% 1.2% 1.6% 2.6% 0.9% - - -
2020 -0.7% -9.2% -19.3% 13.1% 6.3% 0.9% 6.1% 2.6% -3.2% -0.8% 12.2% 5.6%

Annual Return

Index Comparison

Alpha

NAV