BRSJX Mutual Fund

BRSJX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class I) is managed by MFS Investment Management with $128.0M in net assets. BRSJX expense ratio is 0.74%, holding 191 positions across sectors including Industrials, Financials, Information Technology. 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 5.53%. BRSJX dividend yield stands at 5.85%, paid annually.

BRSJX 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 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.