Morningstar

MFS Blended Research Mid Cap Equity Fund R3 BMSTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.18  /  +0.82 %
  • Total Assets 3.2B
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.38%
  • Turnover 51%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:34 AM GMT+0

Morningstar’s Analysis BMSTX

Will BMSTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMSTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMSTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BMSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Mid Cap Eq R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BMSTX

More BMSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Trust Corp

1.85 60M
Financial Services

Ameriprise Financial Inc

1.80 58M
Financial Services

DexCom Inc

1.75 57M
Healthcare

Humana Inc

1.72 56M
Healthcare

Aramark

1.69 55M
Industrials

Valero Energy Corp

1.68 54M
Energy

Westinghouse Air Brake Technologies Corp

1.67 54M
Industrials

Okta Inc Class A

1.66 54M
Technology

Illumina Inc

1.63 53M
Healthcare

Popular Inc

1.60 52M
Financial Services

Sponsor Center