BRSSX Mutual Fund

BRSSX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R2) is managed by MFS Investment Management with $2.5M in net assets. BRSSX expense ratio is 1.24%, holding 191 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-09-15.

BRSSX performance shows a YTD return of 13.69%. The 1-year return is 25.14% and the 5-year return is 5.08%. BRSSX dividend yield stands at 5.36%, paid annually.

BRSSX 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 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.