Morningstar

MFS Blended Research Small Cap Equity Fund Class I BRSJX

Morningstar Medalist Rating
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Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund’s net assets in equity securities of issuers with small market capitalizations. MFS defines small market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2000® Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small capitalization company by an independent third-party financial data provider. The fund may invest the fund's assets in foreign securities.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
BRSJX
MFS Blended Research Small Cap Equity Fund Class IInstitutionalOpen $120.19M0.740%Low$0−$14.04M
BRSDX
MFS Blended Research Small Cap Equity Fund Class AFront LoadOpen $42.33M0.990%Low$1,000−$2.76M
BRSBX
MFS Blended Research Small Cap Equity Fund Class BDeferred LoadClosed $137,259.001.740%Low$1,000−$51,901.43
BRSHX
MFS Blended Research Small Cap Equity Fund Class CLevel LoadOpen $3.74M1.740%Low$1,000−$815,447.61
BRSYX
MFS Blended Research Small Cap Equity Fund Class R6Retirement, LargeOpen $118.74M0.660%Low$0−$23.99M
BRSUX
MFS Blended Research Small Cap Equity Fund Class R4Retirement, LargeOpen $20.39M0.740%Below Average$0−$3.14M
BRSTX
MFS Blended Research Small Cap Equity Fund Class R3Retirement, MediumOpen $1.39M0.990%Low$0−$153,932.68
BRSSX
MFS Blended Research Small Cap Equity Fund Class R2Retirement, MediumOpen $2.15M1.240%Low$0−$1.33M
BRSPX
MFS Blended Research Small Cap Equity Fund Class R1Retirement, SmallOpen $1.02M1.740%Average$0−$57,844.59

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