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Mfs Blended Research Mid Cap Equity Fund - Class R3: (MF: BMSTX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 05:39 PM ET
$14.97 USD
-0.15 (-0.99%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.01 | 75 |
| 3 months | -0.52 | 84 |
| 6 months | 7.78 | 78 |
| 1 Year | -0.26 | 83 |
| 3 Year | 13.31 | 59 |
| 5 Year | 12.05 | 44 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 9.01 |
| 5 Year | 14.78 |
| 10 Year | NA |
| Since Inception | 11.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.33 | 7.26 | 5.40 | NA |
| 2024 | 12.02 | -2.32 | 9.09 | -0.25 |
| 2023 | 4.38 | 5.31 | -3.99 | 13.08 |
| 2022 | -5.00 | -13.63 | -3.31 | 8.57 |
| 2021 | 8.87 | 7.45 | 0.00 | 8.04 |
| 2020 | -27.03 | 21.50 | 5.46 | 17.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.01 | 19.07 | 19.36 | -13.87 | 26.40 | 10.18 | 29.92 | -11.36 | 18.77 |
| % Total Return Rel to Index | -9.48 | -5.95 | -6.88 | 4.33 | -2.27 | -8.21 | -1.56 | -6.97 | -3.02 |
| % Total Return Rel to Peer | -4.61 | -0.32 | -3.63 | 5.82 | 4.34 | -9.73 | 1.50 | -4.50 | -1.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.10 | 0.11 | 0.10 | 0.09 | 0.10 | 0.11 | 0.09 | 0.07 |
| % Yield | 0.00 | 0.66 | 0.70 | 0.85 | 0.54 | 0.75 | 0.83 | 0.85 | 0.55 |
| Capital Gains ($) | 0.00 | 1.41 | 0.16 | 0.44 | 2.99 | 0.00 | 0.45 | 0.67 | 0.31 |
| Expense Ratio | 0.84 | 0.84 | 0.84 | 0.82 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%