BRSUX Mutual Fund

BRSUX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R4) is managed by MFS Investment Management with $23.6M in net assets. BRSUX expense ratio is 0.74%, holding 191 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-09-15.

BRSUX performance shows a YTD return of 14.06%. The 1-year return is 25.78% and the 5-year return is 6.41%. BRSUX dividend yield stands at 5.83%, paid annually.

BRSUX 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 BRSUX holdings, BRSUX sectors, or BRSUX dividends.

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