Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
MFS Blended Research Small Cap Eq R2 BRSSX
- NAV / 1-Day Return 14.90 / +0.68 %
- Total Assets 336.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.34%
- Turnover 56%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis BRSSX
Will BRSSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Trinet Group Inc | 1.58 | 5.3 Mil | Industrials |
e.l.f. Beauty Inc | 1.58 | 5.3 Mil | Consumer Defensive |
Prestige Consumer Healthcare Inc | 1.58 | 5.3 Mil | Healthcare |
Skechers USA Inc Class A | 1.57 | 5.2 Mil | Consumer Cyclical |
APi Group Corp | 1.56 | 5.2 Mil | Industrials |
Verint Systems Inc | 1.54 | 5.2 Mil | Technology |
Grand Canyon Education Inc | 1.53 | 5.1 Mil | Consumer Defensive |
Encompass Health Corp | 1.43 | 4.8 Mil | Healthcare |
Regal Rexnord Corp | 1.38 | 4.6 Mil | Industrials |
Element Solutions Inc | 1.36 | 4.6 Mil | Basic Materials |