MFS Blended Research Small Cap Equity Fund Class R3
BRSTX
NASDAQ
| Weiss Ratings | BRSTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRSTX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRSTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Small Cap Equity Fund Class R3 | |||
| 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 | BRSTX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.25% | |||
| Dividend | BRSTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.94% | |||
| Asset Allocation | BRSTX-NASDAQ | Click to Compare |
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| Cash | 1.16% | |||
| Stock | 98.84% | |||
| U.S. Stock | 97.06% | |||
| Non-U.S. Stock | 1.78% | |||
| 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 | BRSTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.21% | |||
| 30-Day Total Return | 13.88% | |||
| 60-Day Total Return | 0.87% | |||
| 90-Day Total Return | -8.49% | |||
| Year to Date Total Return | -6.51% | |||
| 1-Year Total Return | -3.91% | |||
| 2-Year Total Return | 16.79% | |||
| 3-Year Total Return | 13.26% | |||
| 5-Year Total Return | 60.86% | |||
| Price | BRSTX-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 | BRSTX-NASDAQ | Click to Compare |
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| Nav | $13.78 | |||
| 1-Month Low NAV | $11.81 | |||
| 1-Month High NAV | $13.87 | |||
| 52-Week Low NAV | $11.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.15 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BRSTX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 21.68 | |||
| Balance Sheet | BRSTX-NASDAQ | Click to Compare |
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| Total Assets | 292.50M | |||
| Operating Ratios | BRSTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 61.00% | |||
| Performance | BRSTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.22% | |||
| Last Bear Market Total Return | -16.53% | |||