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Mfs Blended Research Mid Cap Equity Fund - Class A: (MF: BMSFX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:40 PM ET

$17.40 USD

-0.09 (-0.51%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 14.50 16
3 months -3.61 75
6 months 14.11 49
1 Year 12.89 39
3 Year 18.42 50
5 Year 10.27 43
10 Year 11.55 57

* 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 Sep 30, 2026

1 Year 6.75
5 Year 9.04
10 Year 10.93
Since Inception 10.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.33 18.39 -3.61 NA
2025 -3.30 7.27 5.36 -1.40
2024 12.01 -2.30 9.10 -0.29
2023 4.44 5.28 -3.96 13.07
2022 -5.04 -13.62 -3.29 8.52
2021 8.87 7.46 0.06 8.00

Annual Return

2026202520242023202220212020201920182017
% Total Return 14.497.7519.0419.41-13.9226.4510.0929.98-11.4018.81
% Total Return Rel to Index 1.75-10.46-5.97-6.834.27-2.22-8.30-1.50-7.01-2.98
% Total Return Rel to Peer 5.18-4.95-0.35-3.585.774.39-9.811.56-4.54-1.86
% Perf Quintile vs Peer* 1.004.003.003.002.002.004.003.005.004.00
% Dividends 0.000.070.100.100.100.000.090.100.090.09
% Yield 0.380.440.610.500.850.000.680.750.840.74
Capital Gains ($) 0.000.341.410.160.443.000.000.460.670.31
Expense Ratio 0.840.840.840.840.840.840.840.840.840.00

* 1 = Top 20%, 5 = Bottom 20%