MFS Blended Research Small Cap Equity Fund Class R4
BRSUX
NASDAQ
| Weiss Ratings | BRSUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRSUX-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), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRSUX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 1.24% | |||
| Dividend | BRSUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | BRSUX-NASDAQ | Click to Compare |
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| Cash | 0.65% | |||
| Stock | 99.35% | |||
| U.S. Stock | 97.56% | |||
| Non-U.S. Stock | 1.79% | |||
| 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 |
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| 7-Day Total Return | 0.44% | |||
| 30-Day Total Return | 0.83% | |||
| 60-Day Total Return | 1.55% | |||
| 90-Day Total Return | 7.68% | |||
| Year to Date Total Return | 5.37% | |||
| 1-Year Total Return | 5.03% | |||
| 2-Year Total Return | 36.58% | |||
| 3-Year Total Return | 26.32% | |||
| 5-Year Total Return | 66.08% | |||
| Price | BRSUX-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 | BRSUX-NASDAQ | Click to Compare |
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| Nav | $15.69 | |||
| 1-Month Low NAV | $14.92 | |||
| 1-Month High NAV | $15.79 | |||
| 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 |
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| Beta | 1.23 | |||
| Standard Deviation | 20.08 | |||
| Balance Sheet | BRSUX-NASDAQ | Click to Compare |
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| Total Assets | 313.23M | |||
| Operating Ratios | BRSUX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 66.00% | |||
| Performance | BRSUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.40% | |||
| Last Bear Market Total Return | -16.50% | |||