MFS Blended Research Small Cap Eq A 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.
MFS Blended Research Small Cap Equity Fund Class A BRSDX
- NAV / 1-Day Return 16.46 / −1.14 %
- Total Assets 322.3M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.34%
- Turnover 66%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BRSDX
Will BRSDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRSDX 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 BRSDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 2.29 | 8M | Industrials |
MYR Group Inc | 2.07 | 7M | Industrials |
FormFactor Inc | 1.94 | 6M | Technology |
Advanced Energy Industries Inc | 1.78 | 6M | Industrials |
Weatherford International PLC Ordinary Shares - New | 1.53 | 5M | Energy |
Portland General Electric Co | 1.49 | 5M | Utilities |
UMB Financial Corp | 1.49 | 5M | Financial Services |
Popular Inc | 1.44 | 5M | Financial Services |
Envista Holdings Corp Ordinary Shares | 1.41 | 5M | Healthcare |
Modine Manufacturing Co | 1.37 | 4M | Consumer Cyclical |
United States