BRSHX Mutual Fund

BRSHX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class C) is managed by MFS Investment Management with $4.2M in net assets. BRSHX expense ratio is 1.74%, holding 191 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-09-15.

BRSHX performance shows a YTD return of 13.35%. The 1-year return is 24.52% and the 5-year return is 4.55%. BRSHX dividend yield stands at 5.64%, paid annually.

BRSHX top holdings include Advanced Energy Industries Inc. (2.0%), Formfactor, Inc. (1.8%), Envista Holdings Corp Common Stock Usd (1.7%), Element Solutions Inc (1.6%), Flowserve Corp. (1.6%). Go to all BRSHX holdings, BRSHX sectors, or BRSHX dividends.

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