The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
MFS Blended Research Small Cap Eq R3 BRSTX
- NAV / 1-Day Return 14.79 / −0.07 %
- Total Assets 335.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.990%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.63%
- Turnover 56%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis BRSTX
Will BRSTX 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 15.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
e.l.f. Beauty Inc | 2.10 | 6.8 Mil | Consumer Defensive |
HealthEquity Inc | 1.69 | 5.5 Mil | Healthcare |
Skechers USA Inc Class A | 1.61 | 5.3 Mil | Consumer Cyclical |
Trinet Group Inc | 1.56 | 5.1 Mil | Industrials |
Grand Canyon Education Inc | 1.55 | 5.0 Mil | Consumer Defensive |
Prestige Consumer Healthcare Inc | 1.54 | 5.0 Mil | Healthcare |
Verint Systems Inc | 1.50 | 4.9 Mil | Technology |
APi Group Corp | 1.42 | 4.6 Mil | Industrials |
Elastic NV | 1.37 | 4.5 Mil | Technology |
Element Solutions Inc | 1.36 | 4.4 Mil | Basic Materials |