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Mfs Blended Research Mid Cap Equity Fund - Class C: (MF: BMSDX)
(NASDAQ Mutual Funds) As of Feb 12, 2026 05:42 PM ET
$15.33 USD
-0.21 (-1.35%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.02 | 29 |
| 3 months | 3.73 | 36 |
| 6 months | 5.65 | 65 |
| 1 Year | 5.08 | 78 |
| 3 Year | 15.44 | 50 |
| 5 Year | 12.52 | 34 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 5.90 |
| 5 Year | 11.68 |
| 10 Year | NA |
| Since Inception | 10.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.44 | 7.06 | 5.13 | -1.57 |
| 2024 | 11.83 | -2.48 | 8.86 | -0.48 |
| 2023 | 4.24 | 5.03 | -4.04 | 22.11 |
| 2022 | -5.26 | -13.77 | -3.53 | 8.40 |
| 2021 | 8.60 | 7.29 | -0.19 | 7.87 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.02 | 6.97 | 18.14 | 28.29 | -14.57 | 25.45 | 9.35 | 28.89 | -11.97 | 17.83 |
| % Total Return Rel to Index | 0.00 | -11.24 | -6.88 | 2.05 | 3.62 | -3.22 | -9.04 | -2.59 | -7.57 | -3.96 |
| % Total Return Rel to Peer | 0.00 | -5.73 | -1.25 | 5.29 | 5.12 | 3.39 | -10.56 | 0.47 | -5.11 | -2.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 | 0.00 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.26 | 0.04 | 0.10 | 0.20 | 0.14 | 0.03 |
| Capital Gains ($) | 0.00 | 0.34 | 1.41 | 1.41 | 0.44 | 2.99 | 0.00 | 0.45 | 0.67 | 0.31 |
| Expense Ratio | 0.00 | 1.59 | 1.59 | 1.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%