MFS Blended Research Mid Cap Equity Fund R3 (BMSTX)
13.81
-0.21
(-1.50%)
USD |
Mar 04 2025
BMSTX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.46% |
| Stock | 98.54% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2025
| Large | 10.41% |
| Mid | 38.33% |
| Small | 51.26% |
Region Exposure
| Americas | 94.81% |
|---|---|
|
North America
|
92.09% |
| United States | 92.09% |
|
Latin America
|
2.71% |
As of January 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.06% |
|---|---|
| United Kingdom | 2.98% |
|
Europe Developed
|
2.08% |
| France | 0.13% |
| Ireland | 0.10% |
| Switzerland | 0.15% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.13% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.13% |
| India | 0.13% |
| 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