BRSDX : MFS Blended Research Small Cap Equity Fund Class A

BRSDX is a US Stocks Market Small Blend with MODERATE fees.

BRSDX

MFS Blended Research Small Cap Equity Fund Class A

FI Score

41 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

41% FI Score
  • brsdx
  • Mutual Fund
  • US Stocks
  • Small Blend

MFS Blended Research Small Cap Equity Fund Class A

Expenses: 0.99% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

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. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000® Index over the last 13 months at the time of purchase. The fund may invest the fund's assets in foreign securities.

Largest Holdings

Amount Holding
1.91% Five9 Inc
1.79% Paylocity Holding Corp
1.73% Cable One Inc
1.71% Easterly Government Properties Inc
1.71% Prestige Consumer Healthcare Inc
1.68% CACI International Inc Class A
1.61% Bio-Techne Corp
1.48% Premier Inc Class A
1.47% Hostess Brands Inc Class A
1.44% CNO Financial Group Inc
1.42% Cathay General Bancorp
1.40% Brunswick Corp
1.39% Industrial Logistics Properties Trust
1.38% Skechers USA Inc
1.38% Quanta Services Inc
1.36% Lexington Realty Trust
1.33% Life Storage Inc
1.33% Bank OZK
1.31% TriMas Corp
1.30% Clearway Energy Inc
1.29% Cactus Inc Class A
1.28% Regal Beloit Corp
1.24% KBR Inc
1.18% Texas Roadhouse Inc
1.16% Grand Canyon Education Inc

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