Morningstar

MFS Blended Research Small Cap Equity Fund Class B BRSBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.44  /  +1.67 %
  • Total Assets 330.0M
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Low
  • Share Class Type Deferred Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 66%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRSBX

Will BRSBX outperform in the 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 BRSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRSBX 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 BRSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Small Cap Eq B holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BRSBX

More BRSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FormFactor Inc

2.06 7M
Technology

MYR Group Inc

1.78 6M
Industrials

Advanced Energy Industries Inc

1.64 6M
Industrials

UMB Financial Corp

1.59 5M
Financial Services

Corsair Gaming Inc Ordinary Shares

1.50 5M
Technology

Popular Inc

1.49 5M
Financial Services

Portland General Electric Co

1.44 5M
Utilities

Bloom Energy Corp Class A

1.36 5M
Industrials

Modine Manufacturing Co

1.36 5M
Consumer Cyclical

Envista Holdings Corp Ordinary Shares

1.35 5M
Healthcare

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