BRSJX Mutual Fund

BRSJX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class I) is managed by MFS Investment Management with $123.4M in net assets. BRSJX expense ratio is 0.74%, holding 191 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-09-15.

BRSJX performance shows a YTD return of 14.01%. The 1-year return is 25.74% and the 5-year return is 5.59%. BRSJX dividend yield stands at 5.85%, paid annually.

BRSJX top holdings include Formfactor, Inc. (2.1%), Myrgroupinc. (1.8%), Advanced Energy Industries Inc. (1.6%), Umb Financial Corp. (1.6%), Corsair Gaming Inc (1.5%). Go to all BRSJX holdings, BRSJX sectors, or BRSJX dividends.

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