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Nasdaq - Delayed Quote USD

MFS Blended Research Small Cap Eq C (BRSHX)

11.50
+0.09
+(0.79%)
At close: April 17 at 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.15%
5y Average Return 7.99%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2025) 27.83%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 27.83%
Worst 3Y Total Return -0.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRSHX
Category
YTD
-10.18%
20.19%
1-Month
-7.82%
0.02%
3-Month
-10.18%
4.36%
1-Year
-9.87%
60.18%
3-Year
-2.42%
11.32%
5-Year
11.52%
13.88%
10-Year
0.00%
11.19%
Last Bull Market
15.74%
27.98%
Last Bear Market
-16.71%
-24.08%

Annual Total Return (%) History

Year
BRSHX
Category
2025
--
--
2024
3.76%
--
2023
17.62%
--
2022
-19.21%
--
2021
27.83%
--
2020
1.00%
10.99%
2019
24.95%
23.75%
2018
-6.30%
-12.72%

2017
12.68%
12.28%
2016
19.02%
20.78%
2015
--
-5.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.18% -- -- --
2024 3.40% -4.43% 5.96% -0.92%
2023 1.39% 5.39% -3.13% 13.63%
2022 -4.68% -16.71% -4.70% 6.78%
2021 15.73% 5.76% -0.41% 4.87%
2020 -33.72% 21.49% 1.78% 23.23%
2019 16.43% 1.14% -4.50% 11.11%
2018 -0.24% 7.93% 6.99% -18.67%
2017 1.80% 2.19% 5.27% 2.89%
2016 1.02% 3.52% 6.22% 7.15%

2015 3.22% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 92
3-Month 88
1-Year 93
3-Year 95
5-Year 95

Load Adjusted Returns

1-Year -10.71%
3-Year -2.42%
5-Year 11.52%
10-Year --

Performance & Risk

YTD Return -18.15%
5y Average Return 7.99%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family MFS
Net Assets 294.99M
YTD Return -10.18%
Yield 0.28%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Summary

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.

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