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Mutual Fund ticker: NASDAQ
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MFS Blended Research Mid Cap Eq R3 (BMSTX) Ownership - Who owns MFS Blended Research Mid Cap Eq R3?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
0.84
Min. Initial Investment
N/A
Fund Existence
over 8 years
Turnover
75.00
Front Load
N/A
Net Assets
1211695500.00
Manager Tenure
N/A

Fundamentals

BMSTX
Net Assets
1.21B
Fund Existence
over 8 years
Turnover
75.00
Total Expense Ratio
0.84
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
117M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
6.17M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
145.00
Number of Net Holdings
145.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.18
Weighting Top Ten Holdings
16.62%
Gain YTD
-3.333
Annual Yield % from dividends
0.72
Returns for 1 year
-5.83
Returns for 3 years
7.72
Returns for 5 years
67.36
Returns for 10 years
N/A
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com