Morningstar

MFS Blended Research Small Cap Equity Fund Class R1 BRSPX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $15.55  /  −0.19 %
  • Fund Size $310.1M
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.740%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Small
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 73%
NAV and 1-Day Return as of

Morningstar’s Analysis BRSPX

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

  • People Pillar

    The People Pillar is our evaluation of the BRSPX 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 BRSPX’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 R1 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 BRSPX

More BRSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

1.60 5M
Financial Services

Popular Inc

1.54 5M
Financial Services

Lincoln National Corp

1.47 5M
Financial Services

Envista Holdings Corp Ordinary Shares

1.41 5M
Healthcare

Portland General Electric Co

1.37 4M
Utilities

Piedmont Realty Trust Inc Class A

1.32 4M
Real Estate

Beacon Financial Corp

1.31 4M
Financial Services

Essential Properties Realty Trust Inc

1.31 4M
Real Estate

MYR Group Inc

1.25 4M
Industrials

Expro Ltd

1.20 4M
Energy

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