Morningstar

MFS Blended Research Small Cap Equity Fund Class R3 BRSTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.98  /  +1.49 %
  • Total Assets 318.5M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 66%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRSTX

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

  • People Pillar

    The People Pillar is our evaluation of the BRSTX 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 BRSTX’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 R3 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 BRSTX

More BRSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corsair Gaming Inc Ordinary Shares

1.98 6M
Technology

Bloom Energy Corp Class A

1.85 6M
Industrials

MYR Group Inc

1.73 6M
Industrials

FormFactor Inc

1.68 5M
Technology

UMB Financial Corp

1.54 5M
Financial Services

Modine Manufacturing Co

1.49 5M
Consumer Cyclical

Portland General Electric Co

1.46 5M
Utilities

Weatherford International PLC Ordinary Shares - New

1.43 5M
Energy

Popular Inc

1.41 5M
Financial Services

Advanced Energy Industries Inc

1.39 5M
Industrials

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