BRSTX Mutual Fund

BRSTX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R3) is managed by MFS Investment Management with $1.6M in net assets. BRSTX expense ratio is 0.99%, holding 191 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-09-15.

BRSTX performance shows a YTD return of 13.87%. The 1-year return is 25.41% and the 5-year return is 5.34%. BRSTX dividend yield stands at 5.68%, paid annually.

BRSTX 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 BRSTX holdings, BRSTX sectors, or BRSTX dividends.

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