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Mfs Blended Research Mid Cap Equity Fund - Class R2: (MF: BMSSX)
(NASDAQ Mutual Funds) As of Jan 7, 2026 05:41 PM ET
$15.19 USD
-0.12 (-0.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.82 | 76 |
| 3 months | -0.52 | 84 |
| 6 months | 7.66 | 78 |
| 1 Year | -0.46 | 83 |
| 3 Year | 13.06 | 60 |
| 5 Year | 11.78 | 47 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 8.69 |
| 5 Year | 14.48 |
| 10 Year | NA |
| Since Inception | 11.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.41 | 7.21 | 5.28 | NA |
| 2024 | 11.98 | -2.33 | 8.98 | -0.30 |
| 2023 | 4.39 | 5.15 | -4.00 | 12.95 |
| 2022 | -5.08 | -13.74 | -3.33 | 8.50 |
| 2021 | 8.81 | 7.40 | -0.06 | 8.01 |
| 2020 | -27.03 | 21.28 | 5.47 | 17.69 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.81 | 18.84 | 19.03 | -14.12 | 26.14 | 9.86 | 29.54 | -11.62 | 18.50 |
| % Total Return Rel to Index | -9.68 | -6.17 | -7.21 | 4.08 | -2.53 | -8.54 | -1.94 | -7.22 | -3.29 |
| % Total Return Rel to Peer | -4.80 | -0.55 | -3.96 | 5.57 | 4.08 | -10.05 | 1.12 | -4.75 | -2.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.05 | 0.08 | 0.07 | 0.05 | 0.08 | 0.07 | 0.06 | 0.04 |
| % Yield | 0.00 | 0.35 | 0.38 | 0.59 | 0.32 | 0.62 | 0.56 | 0.59 | 0.34 |
| Capital Gains ($) | 0.00 | 1.41 | 0.16 | 0.44 | 2.99 | 0.00 | 0.45 | 0.67 | 0.31 |
| Expense Ratio | 1.09 | 1.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%