MFS Funds > MFS SERIES TRUST X
MFS Blended Research Mid Cap Equity Fund
$573.31M
Avg Monthly Net Assets
$700.30M
Total Assets
$1.46M
Total Liabilities
$698.85M
Net Assets
MFS Blended Research Mid Cap Equity Fund is a Mutual Fund in MFS SERIES TRUST X
from MFS Funds,
based in Massachusetts,
United States of America.
The fund has nine share classes
and monthly net assets of $573.31M.
On July 25th, 2024 it reported 145 holdings, the largest
being Ameriprise Financial, Inc. (2.0%), Phillips 66 (2.0%) and Spotify Technology SA (1.9%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| Class A | C000172715 | BMSFX | |
| Class B | C000172716 | BMSBX | |
| Class C | C000172717 | BMSDX | |
| Class I | C000172718 | BMSLX | |
| Class R1 | C000172719 | BMSRX | |
| Class R2 | C000172720 | BMSSX | |
| Class R3 | C000172721 | BMSTX | |
| Class R4 | C000172722 | BMSVX | |
| Class R6 | C000172723 | BMSYX |
Holdings
From latest NPORT-P, filed July 25th, 2024 for period ending May 31st, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| Abercrombie & Fitch Co., Class A | Long | Equity-common | US | $3M | 17K | 0.42 |
| Advanced Energy Industries, Inc. | Long | Equity-common | US | $340K | 3K | 0.05 |
| AGCO Corp. | Long | Equity-common | US | $5M | 45K | 0.69 |
| Align Technology, Inc. | Long | Equity-common | US | $5M | 20K | 0.74 |
| Altice USA, Inc., Class A | Long | Equity-common | US | $756K | 305K | 0.11 |
| American Airlines Group, Inc. | Long | Equity-common | US | $3M | 251K | 0.41 |
| Ameriprise Financial, Inc. | Long | Equity-common | US | $14M | 33K | 2.04 |
| AMETEK, Inc. | Long | Equity-common | US | $4M | 23K | 0.57 |
| Amkor Technology, Inc. | Long | Equity-common | US | $5M | 146K | 0.68 |
| Amphenol Corp., Class A | Long | Equity-common | US | $4M | 27K | 0.50 |
| AppLovin Corp., Class A | Long | Equity-common | US | $7M | 88K | 1.03 |
| Aptiv plc | Long | Equity-common | JE | $2M | 19K | 0.23 |
| AvalonBay Communities, Inc. | Long | Equity-common | US | $3M | 17K | 0.48 |
| Avient Corp. | Long | Equity-common | US | $8M | 182K | 1.16 |
| AZEK Co., Inc. (The) | Long | Equity-common | US | $10M | 212K | 1.46 |
| Beacon Roofing Supply, Inc. | Long | Equity-common | US | $2M | 18K | 0.25 |
| Biogen, Inc. | Long | Equity-common | US | $6M | 28K | 0.90 |
| Boise Cascade Co. | Long | Equity-common | US | $3M | 24K | 0.48 |
| Box, Inc., Class A | Long | Equity-common | US | $2M | 81K | 0.32 |
| Brighthouse Financial, Inc. | Long | Equity-common | US | $2M | 38K | 0.24 |
| Brixmor Property Group, Inc. | Long | Equity-common | US | $6M | 256K | 0.82 |
| Broadstone Net Lease, Inc. | Long | Equity-common | US | $2M | 105K | 0.23 |
| Builders FirstSource, Inc. | Long | Equity-common | US | $10M | 61K | 1.40 |
| CACI International, Inc., Class A | Long | Equity-common | US | $3M | 8K | 0.49 |
| Cal-Maine Foods, Inc. | Long | Equity-common | US | $980K | 16K | 0.14 |
| Cardinal Health, Inc. | Long | Equity-common | US | $6M | 56K | 0.79 |
| Chemours Co. (The) | Long | Equity-common | US | $7M | 272K | 0.96 |
| Cirrus Logic, Inc. | Long | Equity-common | US | $3M | 25K | 0.40 |
| CNH Industrial NV | Long | Equity-common | NL | $9M | 873K | 1.32 |
| Coca-Cola Consolidated, Inc. | Long | Equity-common | US | $3M | 4K | 0.49 |
| Commercial Metals Co. | Long | Equity-common | US | $788K | 14K | 0.11 |
| Constellium SE | Long | Equity-common | FR | $716K | 33K | 0.10 |
| Corebridge Financial, Inc. | Long | Equity-common | US | $10M | 360K | 1.50 |
| Corning, Inc. | Long | Equity-common | US | $2M | 43K | 0.23 |
| Crowdstrike Holdings, Inc., Class A | Long | Equity-common | US | $1M | 4K | 0.18 |
| Datadog, Inc., Class A | Long | Equity-common | US | $9M | 81K | 1.28 |
| Deckers Outdoor Corp. | Long | Equity-common | US | $3M | 2K | 0.36 |
| Dell Technologies, Inc., Class C | Long | Equity-common | US | $8M | 61K | 1.21 |
| DocuSign, Inc. | Long | Equity-common | US | $921K | 17K | 0.13 |
| Dropbox, Inc., Class A | Long | Equity-common | US | $4M | 176K | 0.57 |
| DTE Energy Co. | Long | Equity-common | US | $2M | 21K | 0.36 |
| East West Bancorp, Inc. | Long | Equity-common | US | $4M | 53K | 0.56 |
| Eastman Chemical Co. | Long | Equity-common | US | $3M | 26K | 0.38 |
| Edison International | Long | Equity-common | US | $10M | 131K | 1.44 |
| Elastic NV | Long | Equity-common | NL | $1M | 12K | 0.17 |
| Electronic Arts, Inc. | Long | Equity-common | US | $5M | 37K | 0.70 |
| Equitable Holdings, Inc. | Long | Equity-common | US | $10M | 252K | 1.50 |
| Essential Properties Realty Trust, Inc. | Long | Equity-common | US | $972K | 36K | 0.14 |
| Everest Group Ltd. | Long | Equity-common | BM | $8M | 21K | 1.19 |
| Exelixis, Inc. | Long | Equity-common | US | $4M | 176K | 0.55 |
| Flowserve Corp. | Long | Equity-common | US | $1M | 24K | 0.17 |
| FormFactor, Inc. | Long | Equity-common | US | $414K | 8K | 0.06 |
| Gap, Inc. (The) | Long | Equity-common | US | $5M | 173K | 0.72 |
| Gartner, Inc. | Long | Equity-common | US | $9M | 21K | 1.27 |
| GMS, Inc. | Long | Equity-common | US | $5M | 48K | 0.64 |
| GoDaddy, Inc., Class A | Long | Equity-common | US | $5M | 36K | 0.72 |
| Grand Canyon Education, Inc. | Long | Equity-common | US | $414K | 3K | 0.06 |
| Hartford Financial Services Group, Inc. (The) | Long | Equity-common | US | $13M | 122K | 1.80 |
| Highwoods Properties, Inc. | Long | Equity-common | US | $3M | 111K | 0.41 |
| Host Hotels & Resorts, Inc. | Long | Equity-common | US | $1M | 79K | 0.20 |
| ICON plc | Long | Equity-common | IE | $6M | 18K | 0.86 |
| IDEXX Laboratories, Inc. | Long | Equity-common | US | $4M | 7K | 0.52 |
| Illumina, Inc. | Long | Equity-common | US | $930K | 9K | 0.13 |
| Ingredion, Inc. | Long | Equity-common | US | $2M | 20K | 0.33 |
| Innovative Industrial Properties, Inc. | Long | Equity-common | US | $3M | 28K | 0.43 |
| Insperity, Inc. | Long | Equity-common | US | $6M | 60K | 0.82 |
| InterDigital, Inc. | Long | Equity-common | US | $3M | 27K | 0.44 |
| International Game Technology plc | Long | Equity-common | GB | $5M | 253K | 0.71 |
| IQVIA Holdings, Inc. | Long | Equity-common | US | $9M | 43K | 1.35 |
| Jackson Financial, Inc., Class A | Long | Equity-common | US | $5M | 63K | 0.68 |
| Jones Lang LaSalle, Inc. | Long | Equity-common | US | $9M | 47K | 1.36 |
| Lamar Advertising Co., Class A | Long | Equity-common | US | $688K | 6K | 0.10 |
| Las Vegas Sands Corp. | Long | Equity-common | US | $5M | 119K | 0.77 |
| M/I Homes, Inc. | Long | Equity-common | US | $388K | 3K | 0.06 |
| M&T Bank Corp. | Long | Equity-common | US | $10M | 66K | 1.44 |
| Masco Corp. | Long | Equity-common | US | $9M | 128K | 1.29 |
| McKesson Corp. | Long | Equity-common | US | $10M | 18K | 1.49 |
| MFS Institutional Money Market Portfolio, Class A | Long | Short-term investment vehicle | US | $9M | 9M | 1.25 |
| Molina Healthcare, Inc. | Long | Equity-common | US | $416K | 1K | 0.06 |
| Monolithic Power Systems, Inc. | Long | Equity-common | US | $4M | 6K | 0.61 |
| Motorola Solutions, Inc. | Long | Equity-common | US | $2M | 5K | 0.28 |
| Mueller Industries, Inc. | Long | Equity-common | US | $3M | 58K | 0.49 |
| National Fuel Gas Co. | Long | Equity-common | US | $4M | 68K | 0.56 |
| Newell Brands, Inc. | Long | Equity-common | US | $3M | 380K | 0.42 |
| NNN REIT, Inc. | Long | Equity-common | US | $6M | 137K | 0.82 |
| Northern Trust Corp. | Long | Equity-common | US | $3M | 37K | 0.45 |
| NOV, Inc. | Long | Equity-common | US | $3M | 155K | 0.42 |
| NRG Energy, Inc. | Long | Equity-common | US | $10M | 122K | 1.41 |
| Nutanix, Inc., Class A | Long | Equity-common | US | $4M | 71K | 0.56 |
| nVent Electric plc | Long | Equity-common | IE | $6M | 74K | 0.86 |
| O'Reilly Automotive, Inc. | Long | Equity-common | US | $8M | 8K | 1.14 |
| Omnicom Group, Inc. | Long | Equity-common | US | $10M | 103K | 1.38 |
| Organon & Co. | Long | Equity-common | US | $9M | 415K | 1.27 |
| Park Hotels & Resorts, Inc. | Long | Equity-common | US | $4M | 230K | 0.52 |
| Performance Food Group Co. | Long | Equity-common | US | $360K | 5K | 0.05 |
| PG&E Corp. | Long | Equity-common | US | $3M | 161K | 0.43 |
| Phillips 66 | Long | Equity-common | US | $14M | 99K | 2.01 |
| Polaris, Inc. | Long | Equity-common | US | $4M | 46K | 0.55 |
| Popular, Inc. | Long | Equity-common | PR | $9M | 99K | 1.26 |
| PPG Industries, Inc. | Long | Equity-common | US | $3M | 26K | 0.49 |
| Primo Water Corp. | Long | Equity-common | CA | $4M | 172K | 0.56 |
| PVH Corp. | Long | Equity-common | US | $9M | 74K | 1.27 |
| Rapid7, Inc. | Long | Equity-common | US | $2M | 52K | 0.27 |
| Raymond James Financial, Inc. | Long | Equity-common | US | $4M | 30K | 0.53 |
| Reinsurance Group of America, Inc. | Long | Equity-common | US | $4M | 19K | 0.57 |
| Reliance, Inc. | Long | Equity-common | US | $2M | 6K | 0.27 |
| Republic Services, Inc. | Long | Equity-common | US | $769K | 4K | 0.11 |
| RPM International, Inc. | Long | Equity-common | US | $7M | 61K | 0.97 |
| Ryman Hospitality Properties, Inc. | Long | Equity-common | US | $8M | 72K | 1.08 |
| Saia, Inc. | Long | Equity-common | US | $575K | 1K | 0.08 |
| SBA Communications Corp. | Long | Equity-common | US | $3M | 18K | 0.49 |
| Seaboard Corp. | Long | Equity-common | US | $3M | 888 | 0.42 |
| Skechers U.S.A., Inc., Class A | Long | Equity-common | US | $7M | 93K | 0.95 |
| SkyWest, Inc. | Long | Equity-common | US | $4M | 47K | 0.51 |
| SLM Corp. | Long | Equity-common | US | $8M | 386K | 1.19 |
| Spotify Technology SA | Long | Equity-common | LU | $14M | 46K | 1.94 |
| Steel Dynamics, Inc. | Long | Equity-common | US | $3M | 19K | 0.36 |
| Synchrony Financial | Long | Equity-common | US | $8M | 173K | 1.09 |
| Tanger, Inc. | Long | Equity-common | US | $6M | 204K | 0.81 |
| Taylor Morrison Home Corp. | Long | Equity-common | US | $2M | 27K | 0.22 |
| TechnipFMC plc | Long | Equity-common | GB | $9M | 354K | 1.33 |
| Teradata Corp. | Long | Equity-common | US | $557K | 17K | 0.08 |
| Texas Capital Bancshares, Inc. | Long | Equity-common | US | $3M | 48K | 0.42 |
| Textron, Inc. | Long | Equity-common | US | $6M | 71K | 0.88 |
| Timken Co. (The) | Long | Equity-common | US | $5M | 62K | 0.78 |
| Toll Brothers, Inc. | Long | Equity-common | US | $2M | 19K | 0.33 |
| TPG, Inc. | Long | Equity-common | US | $3M | 62K | 0.37 |
| Tri Pointe Homes, Inc. | Long | Equity-common | US | $323K | 8K | 0.05 |
| TriNet Group, Inc. | Long | Equity-common | US | $7M | 68K | 1.01 |
| UFP Industries, Inc. | Long | Equity-common | US | $1M | 9K | 0.15 |
| UGI Corp. | Long | Equity-common | US | $8M | 298K | 1.09 |
| UL Solutions, Inc., Class A | Long | Equity-common | US | $2M | 50K | 0.28 |
| United Airlines Holdings, Inc. | Long | Equity-common | US | $5M | 90K | 0.68 |
| Universal Health Services, Inc., Class B | Long | Equity-common | US | $4M | 22K | 0.60 |
| Valero Energy Corp. | Long | Equity-common | US | $10M | 64K | 1.44 |
| Veeva Systems, Inc., Class A | Long | Equity-common | US | $9M | 52K | 1.29 |
| Verisk Analytics, Inc. | Long | Equity-common | US | $10M | 41K | 1.49 |
| Viking Holdings Ltd. | Long | Equity-common | BM | $2M | 52K | 0.23 |
| Visteon Corp. | Long | Equity-common | US | $2M | 20K | 0.32 |
| Vistra Corp. | Long | Equity-common | US | $10M | 103K | 1.47 |
| Warrior Met Coal, Inc. | Long | Equity-common | US | $1M | 21K | 0.21 |
| Westinghouse Air Brake Technologies Corp. | Long | Equity-common | US | $11M | 62K | 1.51 |
| WEX, Inc. | Long | Equity-common | US | $3M | 17K | 0.44 |
| Wingstop, Inc. | Long | Equity-common | US | $4M | 11K | 0.57 |
| Zebra Technologies Corp., Class A | Long | Equity-common | US | $5M | 14K | 0.64 |
Address
MFS SERIES TRUST X
111 HUNTINGTON AVENUE
BOSTON
Massachusetts
02199
United States of America
Websites
Directors
Laurie J. Thomsen
Peter D. Jones
John P. Kavanaugh
Michael W. Roberge
Maryanne L. Roepke
Clarence Otis, Jr.
Maureen R. Goldfarb
James W. Kilman, Jr.
Steven E. Buller
John A. Caroselli
Transfer Agents
MFS Service Center, Inc.
Pricing Services
S&P Global
London Stock Exchange Group PLC
ICE Data Pricing & Reference Data, LLC
Custodians
JPMorgan Chase Bank, National Association
J.P. Morgan SE (Paris, Paris, FR, Branch)
EUROCLEAR
Royal Bank of Canada
JPMorgan Chase Bank, National Association (Central and Western District, Hong Kong Island, HK, Branch)
Skandinaviska Enskilda Banken AB (Malmo, Skane, SE, Branch)
UBS Switzerland AG
JPMorgan Chase Bank, National Association (Sydney, NSW, AU, Branch)
J.P. Morgan SE
DBS Bank Ltd
CACEIS Bank Spain, S.A.U.
J.P. Morgan SE (Amsterdam, Noord Holland, NL, Branch)
JPMorgan Chase Bank, National Association (London, GB, Branch)
Standard Chartered Bank Korea Limited
BNP Paribas (Lisbon, Lisboa, PT, Branch)
BNP Paribas (Milan, Milano, IT, Branch)
Deutsche Bank AG
Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)
Mizuho Bank, Ltd.
Shareholder Servicing Agents
MFS Service Center, Inc.
Admins
Massachusetts Financial Services Company
Brokers
J.P. Morgan Securities LLC
Jefferies LLC
UBS Securities LLC
Virtu Americas LLC
Merrill Lynch, Pierce, Fenner & Smith Inc.
Morgan Stanley & Co. LLC
Barclays Capital, Inc.
Goldman Sachs & Co. LLC
BNP Paribas Securities Corp.
Citigroup Global Markets Inc.