# Portfolio overlap — BMSDX vs SWMCX

Comparing **MFS Blended Research Mid Cap Equity Fund** (2026-02-28) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 122
- MFS Blended Research Mid Cap Equity Fund covered by Schwab U.S. Mid-Cap Index Fund: 0.1820326651418370614062517097
- Schwab U.S. Mid-Cap Index Fund covered by MFS Blended Research Mid Cap Equity Fund: 0.1820326651418370614062517096

## MFS Blended Research Mid Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TECHNIPFMC PLC | 0.019998 | ✓ |
| VALERO ENERGY CORP | 0.019176 | ✓ |
| PHILLIPS 66 | 0.018441 | ✓ |
| EDISON INTL | 0.017884 | ✓ |
| PG&E CORP | 0.017760 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.017255 | ✓ |
| VIKING HOLDINGS LTD | 0.016565 | ✓ |
| NORTHERN TRUST CORP | 0.015999 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.015986 | ✓ |
| AGCO CORP | 0.015799 | ✓ |
| DOLLAR GENERAL CORP | 0.015178 | ✓ |
| POPULAR INC | 0.014432 | ✓ |
| ARAMARK | 0.014057 | ✓ |
| APTIV PLC | 0.014041 | ✓ |
| ENVISTA HOLDINGS CORP | 0.013980 | ✓ |
| BWX TECHNOLOGIES INC | 0.013889 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.013818 | ✓ |
| LEIDOS HOLDINGS INC | 0.013493 | ✓ |
| FLEX LTD | 0.013486 | ✓ |
| MCKESSON CORP | 0.013425 |  |
| TKO GROUP HOLDINGS INC | 0.012346 | ✓ |
| MOHAWK INDUSTRIES INC | 0.012277 | ✓ |
| NRG ENERGY INC | 0.012180 | ✓ |
| SYNCHRONY FINANCIAL | 0.012081 | ✓ |
| WP CAREY INC | 0.012004 | ✓ |
| ROBLOX CORP - A | 0.011887 | ✓ |
| MASCO CORPORATION | 0.011818 | ✓ |
| CIENA CORP | 0.011708 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.011656 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.011557 | ✓ |
| EQUITABLE HOLDINGS INC | 0.011387 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.011346 |  |
| OKTA INC CL A | 0.010851 | ✓ |
| RPM INTL INC | 0.010756 | ✓ |
| EVEREST REINSURANCE GROUP LTD | 0.010607 | ✓ |
| TEXTRON INC | 0.010537 | ✓ |
| HUMANA INC | 0.010357 | ✓ |
| AVIENT CORP | 0.010055 |  |
| UNIVERSAL HLTH-B | 0.009925 | ✓ |
| IQVIA HOLDINGS INC | 0.009849 | ✓ |
| OMNICOM GROUP INC | 0.009806 | ✓ |
| DATADOG INC CL A | 0.009205 | ✓ |
| EASTMAN CHEMICAL CO | 0.009002 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.008932 |  |
| VERISK ANALYTICS INC | 0.008890 | ✓ |
| INCYTE CORP | 0.008738 | ✓ |
| ILLUMINA INC | 0.008690 | ✓ |
| HIGHWOODS PROPERTIES INC | 0.008665 | ✓ |
| FERGUSON ENTERPRISES INC | 0.008341 | ✓ |
| COREBRIDGE FINANCIAL INC | 0.008188 | ✓ |

## Schwab U.S. Mid-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 |  |
| CORNING INC | 0.006240 |  |
| CUMMINS INC | 0.006166 |  |
| SANDISK CORPORATION | 0.006015 | ✓ |
| ROBINHOOD MARKETS INC | 0.005699 |  |
| VERTIV HOLDINGS CO | 0.005482 |  |
| QUANTA SVCS INC | 0.005410 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 |  |
| CENCORA INC | 0.005091 |  |
| WARNER BROS DISCOVERY INC | 0.004965 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004956 |  |
| SIMON PROPERTY | 0.004798 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 |  |
| KINDER MORGAN INC | 0.004589 |  |
| PHILLIPS 66 | 0.004478 | ✓ |
| DIGITAL REALTY TRUST INC | 0.004419 |  |
| REALTY INCOME CORP REIT | 0.004335 |  |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 |  |
| VALERO ENERGY CORP | 0.004269 | ✓ |
| CARVANA CO CL A | 0.004197 |  |
| FORD MOTOR CO | 0.004194 | ✓ |
| MARATHON PETROLEUM CORP | 0.004147 |  |
| VISTRA CORP | 0.004147 | ✓ |
| IDEXX LABS INC | 0.004134 |  |
| ALLSTATE CORPORATION | 0.004064 |  |
| MONOLITHIC POWER SYS INC | 0.004027 | ✓ |
| AMETEK INC NEW | 0.003994 | ✓ |
| ELECTRONIC ARTS INC | 0.003969 |  |
| CARDINAL HEALTH INC | 0.003969 |  |
| CBRE GROUP INC - CL A | 0.003920 | ✓ |
| CORTEVA INC | 0.003855 |  |
| FASTENAL CO | 0.003853 |  |
| UNITED RENTALS INC | 0.003842 |  |
| ONEOK INC | 0.003830 |  |
| AMERIPRISE FINANCIAL INC | 0.003793 | ✓ |
| FERGUSON ENTERPRISES INC | 0.003733 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003693 |  |
| WW GRAINGER INC | 0.003655 |  |
| ANGLOGOLD ASHANTI PLC | 0.003621 | ✓ |
| EXELON CORP | 0.003503 |  |
| CHENIERE ENERGY INC | 0.003488 |  |
| XCEL ENERGY INC | 0.003484 |  |
| MSCI INC | 0.003434 |  |
| NASDAQ INC | 0.003396 |  |
| COINBASE GLOBAL INC | 0.003359 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-008226` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000207169126008226/0002071691-26-008226-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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