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 (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 3 others | |||
| 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 | 0.34% | |||
| Dividend | BRSTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.21% | |||
| Asset Allocation | BRSTX-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 | BRSTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.45% | |||
| 30-Day Total Return | -5.62% | |||
| 60-Day Total Return | -2.74% | |||
| 90-Day Total Return | -5.78% | |||
| Year to Date Total Return | 11.49% | |||
| 1-Year Total Return | 12.90% | |||
| 2-Year Total Return | 16.81% | |||
| 3-Year Total Return | 40.04% | |||
| 5-Year Total Return | 24.56% | |||
| 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 | $16.29 | |||
| 1-Month Low NAV | $16.29 | |||
| 1-Month High NAV | $17.25 | |||
| 52-Week Low NAV | $14.29 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.68 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | BRSTX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 18.56 | |||
| Balance Sheet | BRSTX-NASDAQ | Click to Compare |
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| Total Assets | 323.38M | |||
| Operating Ratios | BRSTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 73.00% | |||
| Performance | BRSTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 31.27% | |||
| Last Bear Market Total Return | -16.53% | |||