MFS Blended Research Small Cap Equity Fund Class R2
BRSSX
NASDAQ
| Weiss Ratings | BRSSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRSSX-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 | BRSSX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Small Cap Equity Fund Class R2 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRSSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BRSSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.36% | |||
| Asset Allocation | BRSSX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 99.25% | |||
| U.S. Stock | 96.63% | |||
| Non-U.S. Stock | 2.62% | |||
| 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 | BRSSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.94% | |||
| 30-Day Total Return | -8.75% | |||
| 60-Day Total Return | -7.62% | |||
| 90-Day Total Return | -3.00% | |||
| Year to Date Total Return | -2.27% | |||
| 1-Year Total Return | 14.39% | |||
| 2-Year Total Return | 3.58% | |||
| 3-Year Total Return | 24.85% | |||
| 5-Year Total Return | 14.15% | |||
| Price | BRSSX-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 | BRSSX-NASDAQ | Click to Compare |
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| Nav | $14.18 | |||
| 1-Month Low NAV | $14.18 | |||
| 1-Month High NAV | $15.60 | |||
| 52-Week Low NAV | $11.26 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.82 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | BRSSX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 18.21 | |||
| Balance Sheet | BRSSX-NASDAQ | Click to Compare |
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| Total Assets | 320.96M | |||
| Operating Ratios | BRSSX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.24% | |||
| Turnover Ratio | 66.00% | |||
| Performance | BRSSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.09% | |||
| Last Bear Market Total Return | -16.64% | |||