MFS Blended Research Mid Cap Equity Fund C (BMSDX)
13.92
-0.02
(-0.14%)
USD |
May 30 2025
BMSDX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.25% |
| Stock | 98.75% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 10.03% |
| Mid | 39.00% |
| Small | 50.97% |
Region Exposure
| Americas | 93.78% |
|---|---|
|
North America
|
90.91% |
| United States | 90.91% |
|
Latin America
|
2.87% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.08% |
|---|---|
| United Kingdom | 3.26% |
|
Europe Developed
|
2.82% |
| France | 0.14% |
| Switzerland | 1.32% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.14% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.14% |
| India | 0.14% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
40.14% |
| Materials |
|
5.17% |
| Consumer Discretionary |
|
9.73% |
| Financials |
|
16.86% |
| Real Estate |
|
8.39% |
| Sensitive |
|
38.07% |
| Communication Services |
|
3.93% |
| Energy |
|
4.80% |
| Industrials |
|
18.04% |
| Information Technology |
|
11.30% |
| Defensive |
|
21.78% |
| Consumer Staples |
|
4.07% |
| Health Care |
|
11.78% |
| Utilities |
|
5.93% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of July 31, 2024
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |