Skip to Content

MFS Blended Research Small Cap Eq A BRSDX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.62  /  +0.64 %
  • Total Assets 332.8 Mil
  • 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 0.55%
  • Turnover 56%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BRSDX

Will BRSDX outperform in future?

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

MFS Blended Research Small Cap Eq A’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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRSDX

  • 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