BMSLX — MFS Blended Research Mid Cap Equity Fund
Data updated: 2026-07-23
BMSLX — MFS Blended Research Mid Cap Equity Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Blend / Core Equity · $2.93B AUM · 0.59% expense ratio · 13.5% 1-yr return. From SEC regulatory filings.
BMSLX Fund Overview
BMSLX — MFS Blended Research Mid Cap Equity Fund is a US mutual fund managed by Mfs Series Trust X, categorised as United States Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust X
- Category: United States Mid Cap Blend / Core Equity
- Assets under management: $2.93B
- 1-year return: 13.5%
- Ticker: BMSLX
- SEC CIK: 0000783740
- SEC series ID: S000054892
- Share class ID: C000172718
BMSLX Holdings
Top 10 holdings of MFS Blended Research Mid Cap Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Western Digital Corp. | 2.95% |
| Flex Ltd. | 2.67% |
| Valero Energy Corp. | 1.99% |
| Ciena Corp. | 1.90% |
| Viking Holdings Ltd. | 1.86% |
| Okta, Inc. | 1.82% |
| Northern Trust Corp. | 1.76% |
| Aramark | 1.70% |
| Westinghouse Air Brake Technologies Corp. | 1.62% |
| Edison International | 1.59% |
BMSLX Portfolio Allocation
Asset-class allocation of MFS Blended Research Mid Cap Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.4% |
| Cash & Equivalents | 0.4% |
BMSLX Performance
Total returns for BMSLX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 6.3% |
| 1 year | 13.5% |
| 3 years (annualised) | 15.3% |
| 5 years (annualised) | 11.6% |
BMSLX Risk Information
Risk metrics for BMSLX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 10.9%
BMSLX Costs and Fees
BMSLX costs about $59 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.59%
- Gross expense ratio: 0.67%
- Portfolio turnover: 58%
- Brokerage commissions: 2.41 bps of average net assets (SEC N-CEN)
BMSLX Cashflows
Over the 12 months to 2026-02, MFS Blended Research Mid Cap Equity Fund had net inflows of $1.15B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | $42.16M |
| 2026-01 | $58.07M |
| 2025-12 | $91.52M |
| 2025-11 | $58.85M |
| 2025-10 | $105.10M |
| 2025-09 | $217.82M |
BMSLX Debt Constituents
No individual debt constituents are reported in MFS Blended Research Mid Cap Equity Fund's latest SEC N-PORT filing.
BMSLX Prospectus and SEC Filings
Official MFS Blended Research Mid Cap Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Mid Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.