BRSUX Mutual Fund

BRSUX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R4) is managed by MFS Investment Management with $20.5M in net assets. BRSUX expense ratio is 0.74%, holding 291 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2015-09-15.

BRSUX performance shows a YTD return of 13.58%. The 1-year return is 16.28% and the 5-year return is 5.20%. BRSUX dividend yield stands at 5.86%, paid annually.

BRSUX top holdings include Umb Financial Corp. (1.6%), Popular Inc (1.5%), Lincoln National Corp (1.5%), Envista Holdings Corp (1.4%), Portland General Electric Co (1.4%). Go to all BRSUX holdings, BRSUX sectors, or BRSUX dividends.

BRSUX can be compared against other funds. Use BRSUX overlap to find shared positions, or BRSUX vs another fund for a side-by-side view. BRSUX alternatives are available via the screener, along with tax-loss harvesting opportunities.