BRSYX Mutual Fund

BRSYX Mutual Fund

NAV$17.63
See how much of BRSYX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Feb 28, 2026

Net Assets
$128M
Expense Ratio
0.66%
Dividend Yield (Current)
5.92%
Holdings
191
Inception Date
Sep 15, 2015
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.02%
1 Year+25.84%
3 Year+10.15%
5 Year+6.51%
10 Year+9.72%

Asset Allocation

Stocks: 99.10%
Cash: 0.90%
See how much of BRSYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
AEISAdvanced Energy Industries Inc.2.02%
FORMFormfactor, Inc.1.79%
NVSTEnvista Holdings Corp Common Stock Usd1.66%
ESIElement Solutions Inc1.64%
FLSFlowserve Corp.1.63%
Top 10 Concentration: 16.57%Report Date: Feb 28, 2026
Download all 191 holdings for BRSYX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
5.92%
Frequency
Annually
Latest Distribution
$2.15
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BRSYX Mutual Fund Overview

BRSYX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R6) is managed by MFS Investment Management with $127.9M in net assets. BRSYX expense ratio is 0.66%, holding 191 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-09-15.

BRSYX performance shows a YTD return of 14.02%. The 1-year return is 25.84% and the 5-year return is 6.51%. BRSYX dividend yield stands at 5.92%, paid annually.

BRSYX 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 BRSYX holdings, BRSYX sectors, or BRSYX dividends.

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