Nasdaq - Delayed Quote • USD
MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLYX)
At close: December 31 at 8:00 PM EST
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11.94 - YTD Return -10.39%
- Expense Ratio 0.60%
- Category World Large Stock
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 5.23M
- Beta (5Y Monthly) 1.04
- Yield 1.75%
- 5y Average Return --
- Holdings Turnover 46.00%
- Last Dividend 0.20
- Inception Date Sep 15, 2015
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While MFS may invest the fund's assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. It invests the fund's assets in U.S. and foreign securities, including emerging market securities.
MFS
Fund Family
World Large Stock
Fund Category
5.23M
Net Assets
2015-09-15
Inception Date
Performance Overview: BRLYX
Trailing returns as of 6/30/2020. Category is World Large Stock.
Holdings: BRLYX
Top 10 Holdings (22.74% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBRLYX
Technology 17.97%
Healthcare 14.02%
Financial Services 13.13%
Communication Services 11.33%
Consumer Defensive 10.68%
Industrials 9.24%
Consumer Cyclical 9.07%
Energy 4.27%
Basic Materials 3.93%
Utilities 3.42%
Real Estate 2.96%
Recent News: BRLYX
Research Reports: BRLYX
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