MFS Blended Research Small Cap Equity Fund Class C
BRSHX
NASDAQ
| Weiss Ratings | BRSHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRSHX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRSHX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Small Cap Equity Fund Class C | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | BRSHX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BRSHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.21% | |||
| Asset Allocation | BRSHX-NASDAQ | Click to Compare |
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| Cash | 0.76% | |||
| Stock | 99.23% | |||
| U.S. Stock | 96.76% | |||
| Non-U.S. Stock | 2.47% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRSHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.48% | |||
| 30-Day Total Return | -5.71% | |||
| 60-Day Total Return | -2.91% | |||
| 90-Day Total Return | -5.95% | |||
| Year to Date Total Return | 10.84% | |||
| 1-Year Total Return | 12.08% | |||
| 2-Year Total Return | 15.00% | |||
| 3-Year Total Return | 36.84% | |||
| 5-Year Total Return | 20.01% | |||
| Price | BRSHX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRSHX-NASDAQ | Click to Compare |
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| Nav | $15.33 | |||
| 1-Month Low NAV | $15.33 | |||
| 1-Month High NAV | $16.25 | |||
| 52-Week Low NAV | $13.50 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $16.66 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | BRSHX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 18.58 | |||
| Balance Sheet | BRSHX-NASDAQ | Click to Compare |
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| Total Assets | 323.38M | |||
| Operating Ratios | BRSHX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.74% | |||
| Turnover Ratio | 73.00% | |||
| Performance | BRSHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.43% | |||
| Last Bear Market Total Return | -16.71% | |||