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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.83% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BRSHX | Category Average | BRSHX | Category Average | BRSHX | Category Average | |
| Alpha | -10.83 | -0.09 | -6.16 | -0.06 | -- | -0.06 |
| BETA | 1.1 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.01 | 0.01 | 1.08 | 0.01 | -- | 0.01 |
| R-squared | 73.39 | 0.83 | 72.15 | 0.77 | -- | 0.78 |
| Standard Deviation | 22.14 | 0.26 | 20.61 | 0.21 | -- | 0.19 |
| Sharpe Ratio | -0.21 | 0 | 0.5 | 0.01 | -- | 0.01 |
| Treynor Ratio | -6.4 | 0.08 | 8.41 | 0.1 | -- | 0.09 |
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