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Nasdaq - Delayed Quote USD

MFS Blended Research Small Cap Eq R6 (BRSYX)

12.26
+0.11
+(0.91%)
At close: April 17 at 8:00:08 PM EDT

Top 10 Holdings (14.32% of Total Assets)

SymbolCompany% Assets
EHC
Encompass Health Corporation 1.75%
THG
The Hanover Insurance Group, Inc. 1.44%
COLB
Columbia Banking System, Inc. 1.44%
ESI
Element Solutions Inc 1.43%
SLM
SLM Corporation 1.42%
BPOP
Popular, Inc. 1.42%
KMPR
Kemper Corporation 1.40%
CATY
Cathay General Bancorp 1.39%
VOYA
Voya Financial, Inc. 1.33%
AEIS
Advanced Energy Industries, Inc. 1.31%
Get Quotes for Top Holdings

Sector Weightings

SectorBRSYX
Financial Services   20.82%
Technology   17.63%
Healthcare   16.02%
Industrials   15.24%
Consumer Cyclical   7.22%
Energy   5.72%
Real Estate   5.19%
Consumer Defensive   4.45%
Basic Materials   4.14%
Communication Services   2.41%
Utilities   1.15%

Overall Portfolio Composition (%)

Cash 0.79%
Stocks 99.22%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BRSYX Category Average
Price/Earnings 0.07 20.63
Price/Book 0.59 2.87
Price/Sales 1.14 1.34
Price/Cashflow 0.12 11.81
Median Market Cap 2,974.31 4,925.88
3 Year Earnings Growth 3.86 10.55

Bond Holdings

Average BRSYX Category Average
Maturity -- 1.97
Duration -- 1.64
Credit Quality -- --

Performance & Risk

YTD Return -17.83%
5y Average Return 9.21%
Rank in Category (ytd) 84
% 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 -9.92%
Yield 1.54%
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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