BRSSX Mutual Fund

BRSSX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R2) is managed by MFS Investment Management with $2.1M in net assets. BRSSX expense ratio is 1.24%, holding 191 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-09-15.

BRSSX performance shows a YTD return of 16.63%. The 1-year return is 19.55% and the 5-year return is 4.81%. BRSSX dividend yield stands at 5.22%, paid annually.

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

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