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Morningstar

MFS Blended Research Small Cap Eq R4 BRSUX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.53  /  −0.21 %
  • Total Assets 323.7 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.77%
  • Turnover 56%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BRSUX

Will BRSUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRSUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRSUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRSUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Blended Research Small Cap Eq R4’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BRSUX

More BRSUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

2.10 6.8 Mil
Consumer Defensive

HealthEquity Inc

1.69 5.5 Mil
Healthcare

Skechers USA Inc Class A

1.61 5.3 Mil
Consumer Cyclical

Trinet Group Inc

1.56 5.1 Mil
Industrials

Grand Canyon Education Inc

1.55 5.0 Mil
Consumer Defensive

Prestige Consumer Healthcare Inc

1.54 5.0 Mil
Healthcare

Verint Systems Inc

1.50 4.9 Mil
Technology

APi Group Corp

1.42 4.6 Mil
Industrials

Elastic NV

1.37 4.5 Mil
Technology

Element Solutions Inc

1.36 4.4 Mil
Basic Materials