MFS Blended Research Small Cap Equity Fund Class R3
BRSTX
NASDAQ
| Weiss Ratings | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.38% | |||
| Dividend | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.36% | |||
| Asset Allocation | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.92% | |||
| 30-Day Total Return | -8.74% | |||
| 60-Day Total Return | -7.56% | |||
| 90-Day Total Return | -2.98% | |||
| Year to Date Total Return | -2.19% | |||
| 1-Year Total Return | 14.64% | |||
| 2-Year Total Return | 4.11% | |||
| 3-Year Total Return | 25.77% | |||
| 5-Year Total Return | 15.60% | |||
| Price | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $14.29 | |||
| 1-Month Low NAV | $14.29 | |||
| 1-Month High NAV | $15.72 | |||
| 52-Week Low NAV | $11.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.94 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.22 | |||
| Standard Deviation | 18.22 | |||
| Balance Sheet | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 320.96M | |||
| Operating Ratios | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.99% | |||
| Turnover Ratio | 66.00% | |||
| Performance | BRSTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.22% | |||
| Last Bear Market Total Return | -16.53% | |||