MFS Blended Research Mid Cap Equity Fund R4 (BMSVX)

Fund Assets	288.84M
Expense Ratio	0.59%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	1.55
Dividend Yield	11.06%
Dividend Growth	409.98%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2024

Previous Close	14.02
YTD Return	-1.27%
1-Year Return	5.64%
5-Year Return	101.35%
52-Week Low	11.95
52-Week High	16.96
Beta (5Y)	n/a
Holdings	145
Inception Date	Aug 19, 2016

About BMSVX

BMSVX was founded on 2016-08-19. The Fund's investment strategy focuses on Mid-Cap with 0.59% total expense ratio. MFS Series Trust X: MFS Blended Research Mid Cap Equity Fund; Class R4 Shares seeks capital appreciation. BMSVX invests at least 80% of its net assets in equity securities of issuers with medium market capitalizations that are included in the Russell Midcap Index over the last 13 months at the time of purchase. It may invest its assets in the stocks of growth and value companies.

• Category: Mid-Cap Blend
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BMSVX
• Share Class: R4
• Index: Russell MidCap TR

Performance

BMSVX had a total return of 5.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.68%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FMEIX	Fidelity	Fidelity® Mid Cap Enhanced Index Fund	0.45%
SWMCX	Schwab	Schwab ® U.S. Mid-Cap Index Fund	0.04%
FLAPX	Fidelity	Fidelity Flex Mid Cap Index Fund	n/a
FSMDX	Fidelity	Fidelity Mid Cap Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BMSYX	R6	0.52%
BMSLX	I	0.59%
BMSFX	A	0.84%
BMSTX	R3	0.84%

Top 10 Holdings

17.03% of assets

Name	Symbol	Weight
Ameriprise Financial, Inc.	AMP	1.92%
The Hartford Insurance Group, Inc.	HIG	1.80%
Veeva Systems Inc.	VEEV	1.80%
Verisk Analytics, Inc.	VRSK	1.69%
TechnipFMC plc	FTI	1.67%
O'Reilly Automotive, Inc.	ORLY	1.66%
PPL Corporation	PPL	1.64%
Westinghouse Air Brake Technologies Corporation	WAB	1.64%
General Mills, Inc.	GIS	1.61%
CNH Industrial N.V.	CNH	1.59%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2024	$1.54657	Dec 13, 2024
Dec 14, 2023	$0.30326	Dec 15, 2023
Dec 13, 2022	$0.57317	Dec 14, 2022
Dec 14, 2021	$3.12486	Dec 15, 2021
Dec 15, 2020	$0.12623	Dec 16, 2020
Dec 17, 2019	$0.59818	Dec 17, 2019