BRSTX Mutual Fund
BRSTX Mutual Fund
MFS Blended Research Small Cap Equity Fund Class R3
BRSTX Mutual Fund Overview
BRSTX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R3) is managed by MFS Investment Management with $1.5M in net assets. BRSTX expense ratio is 0.99%, holding 191 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.
BRSTX performance shows a YTD return of 18.29%. The 1-year return is 31.38% and the 5-year return is 9.08%. BRSTX dividend yield stands at 5.47%, paid annually.
BRSTX top holdings include Advanced Energy Industries, Inc. (2.0%), Formfactor, Inc. (1.8%), Envista Holdings Corp (1.7%), Element Solutions Inc Common Stock Usd 0.01 (1.6%), Flowserve Corp. (1.6%). View all BRSTX holdings, sector breakdown, or dividend history.
BRSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.