MFS Blended Research Small Cap Equity Fund Class R4
BRSUX
NASDAQ
| Weiss Ratings | BRSUX-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 | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Small Cap Equity Fund Class R4 | |||
| 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 | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.33% | |||
| Dividend | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.89% | |||
| Asset Allocation | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.57% | |||
| Stock | 99.44% | |||
| U.S. Stock | 97.74% | |||
| Non-U.S. Stock | 1.70% | |||
| 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 | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.87% | |||
| 30-Day Total Return | -3.41% | |||
| 60-Day Total Return | 4.20% | |||
| 90-Day Total Return | 7.12% | |||
| Year to Date Total Return | -5.10% | |||
| 1-Year Total Return | -1.53% | |||
| 2-Year Total Return | 5.41% | |||
| 3-Year Total Return | 10.74% | |||
| 5-Year Total Return | 52.33% | |||
| Price | BRSUX-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 | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.13 | |||
| 1-Month Low NAV | $14.13 | |||
| 1-Month High NAV | $14.84 | |||
| 52-Week Low NAV | $11.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.34 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.16 | |||
| Standard Deviation | 20.73 | |||
| Balance Sheet | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 308.72M | |||
| Operating Ratios | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.74% | |||
| Turnover Ratio | 66.00% | |||
| Performance | BRSUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.40% | |||
| Last Bear Market Total Return | -16.50% | |||