MFS Blended Research Mid Cap Equity Fund R1 (BMSRX)
15.24
-0.08
(-0.52%)
USD |
Feb 05 2026
BMSRX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.86% |
| Stock | 99.14% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2025
| Large | 5.93% |
| Mid | 40.72% |
| Small | 53.35% |
Region Exposure
| Americas | 94.03% |
|---|---|
|
North America
|
89.09% |
| United States | 89.09% |
|
Latin America
|
4.93% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.97% |
|---|---|
| United Kingdom | 3.44% |
|
Europe Developed
|
2.53% |
| France | 0.24% |
| Ireland | 0.41% |
| Switzerland | 1.65% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
40.82% |
| Materials |
|
3.63% |
| Consumer Discretionary |
|
13.50% |
| Financials |
|
16.78% |
| Real Estate |
|
6.91% |
| Sensitive |
|
38.60% |
| Communication Services |
|
3.34% |
| Energy |
|
5.22% |
| Industrials |
|
18.71% |
| Information Technology |
|
11.33% |
| Defensive |
|
20.52% |
| Consumer Staples |
|
2.72% |
| Health Care |
|
10.44% |
| Utilities |
|
7.36% |
| Not Classified |
|
0.06% |
| Non Classified Equity |
|
0.06% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
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 | -- |