BRSJX Mutual Fund

BRSJX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class I) is managed by MFS Investment Management with $119.5M in net assets. BRSJX expense ratio is 0.74%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.

BRSJX performance shows a YTD return of 10.84%. The 1-year return is 13.12% and the 5-year return is 5.28%. BRSJX dividend yield stands at 6.01%, paid annually.

BRSJX top holdings include Umb Financial Corp. (1.7%), Popular Inc (1.6%), Lincoln National Corp. (1.6%), Envista Holdings Corp Common Stock Usd (1.4%), Portland General (1.4%). 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.