Mutual Funds - Profile

MFS Blended Research Small Cap Equity Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is More

Price

  • Last Close
  • $17.41
    -0.09
  • 52 Week HL
  • $17.87 - $11.64
  • Net Assets
  • $368.4 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 25, 2021

Top 10 Holdings
Mar 25, 2021

Company Holding
Cactus Inc
Cathay General
CNO Financial
Builders FirstSource
Quanta Services
Company Holding
Texas Roadhouse
Regal Beloit
Evercore Inc
Prestige Brands
Eagle Materials
Total 0%

Manager

  • Name
  • Matthew Krummell
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
23.1 % YTD

  • 3 Year
  • 53.71%
  • 5 Year
  • 74.43%
  • Best
  • 23.5%
    2019
  • Worst
  • -6.4%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BRSBX 12%18%24%-12%13%19%-6%4%37%15%-5%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 15.6% -33.7% 16.5% -0.3% 1.7% 1.1% - - - - -
Q2 5.8% 21.5% -0.4% 10.2% 2.3% 3.4% -100% - - - -
Q3 -0.4% 1.8% -4.9% 6.4% 5.3% 6.2% -5.2% - - - -
Q4 1.1% 23.3% 9.8% -17.9% 1.6% 7.2% 3.2% - - - -

Returns +
M

J F M A M J J A S O N D
2021 4.6% 7.6% 2.8% 4% 0.9% 0.8% -1.5% 3.8% -2.6% 1.1% - -
2020 -5% -9.5% -22.9% 13.7% 6.1% 0.7% 2.9% 3.5% -4.5% 1.7% 13.8% 6.6%

Annual Return

Index Comparison

Alpha

NAV