Morningstar

MFS Blended Research Small Cap Equity Fund Class I BRSJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.54  /  +0.23 %
  • Total Assets 326.4M
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.55%
  • Turnover 73%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 9:59 AM GMT+0

Morningstar’s Analysis BRSJX

Will BRSJX 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 BRSJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRSJX 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 BRSJX’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 I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BRSJX

More BRSJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

1.69 5M
Financial Services

Popular Inc

1.65 5M
Financial Services

Lincoln National Corp

1.62 5M
Financial Services

Envista Holdings Corp Ordinary Shares

1.45 5M
Healthcare

Portland General Electric Co

1.42 5M
Utilities

Essential Properties Realty Trust Inc

1.40 4M
Real Estate

Piedmont Realty Trust Inc Class A

1.30 4M
Real Estate

Beacon Financial Corp

1.29 4M
Financial Services

MYR Group Inc

1.23 4M
Industrials

The Hanover Insurance Group Inc

1.21 4M
Financial Services

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