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Nasdaq - Delayed Quote USD

MFS Blended Research Small Cap Eq A (BRSDX)

12.08
+0.15
+(1.26%)
As of 8:05:09 AM EDT. Market Open.
Loading Chart for BRSDX
  • Previous Close 11.93
  • YTD Return -10.05%
  • Expense Ratio 0.99%
  • Category Small Blend
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 294.99M
  • Beta (5Y Monthly) 1.10
  • Yield 1.17%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.17
  • Inception Date Sep 15, 2015

The fund normally invests at least 80% of the fund's net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000® Index over the last 13 months at the time of purchase. The fund may invest the fund's assets in foreign securities.

MFS

Fund Family

Small Blend

Fund Category

294.99M

Net Assets

2015-09-15

Inception Date

Performance Overview: BRSDX

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Trailing returns as of 4/14/2025. Category is Small Blend.

YTD Return

BRSDX
10.05%
Category
20.19%
 

1-Year Return

BRSDX
9.23%
Category
60.18%
 

3-Year Return

BRSDX
1.71%
Category
11.32%
 

5-Year Return

BRSDX
12.36%
Category
13.88%
 

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Holdings: BRSDX

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Sector Weightings

SectorBRSDX
Technology   17.63%
Healthcare   16.02%
Industrials   15.24%
Energy   5.72%
Real Estate   5.19%
Utilities   1.15%

Recent News: BRSDX

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Research Reports: BRSDX

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