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Mfs Blended Research Mid Cap Equity Fund - Class C: (MF: BMSDX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$14.35 USD
+0.05 (0.35%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.07 | 56 |
| 3 months | -1.06 | 59 |
| 6 months | -7.82 | 80 |
| 1 Year | 6.82 | 67 |
| 3 Year | 12.80 | 42 |
| 5 Year | 15.14 | 25 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.98 |
| 5 Year | 18.69 |
| 10 Year | NA |
| Since Inception | 10.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.44 | NA | NA | NA |
| 2024 | 11.83 | -2.48 | 8.86 | -0.48 |
| 2023 | 4.24 | 5.03 | -4.04 | 22.11 |
| 2022 | -5.26 | -13.77 | -3.53 | 8.40 |
| 2021 | 8.60 | 7.29 | -0.19 | 7.87 |
| 2020 | -27.20 | 21.29 | 5.32 | 17.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.07 | 18.14 | 28.29 | -14.57 | 25.45 | 9.35 | 28.89 | -11.97 | 17.83 |
| % Total Return Rel to Index | -1.13 | -6.88 | 2.05 | 3.62 | -3.22 | -9.04 | -2.59 | -7.57 | -3.96 |
| % Total Return Rel to Peer | -0.47 | -1.25 | 5.29 | 5.12 | 3.39 | -10.56 | 0.47 | -5.11 | -2.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.26 | 0.04 | 0.10 | 0.20 | 0.14 | 0.03 |
| Capital Gains ($) | 0.00 | 1.41 | 1.41 | 0.44 | 2.99 | 0.00 | 0.45 | 0.67 | 0.31 |
| Expense Ratio | 0.00 | 1.59 | 1.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%