BRSBX Mutual Fund

BRSBX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class B) is managed by MFS Investment Management with $137,898.3 in net assets. BRSBX expense ratio is 1.74%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.

BRSBX performance shows a YTD return of 10.01%. The 1-year return is 12.04% and the 5-year return is 4.29%.

BRSBX top holdings include Umb Financial Corp. (1.7%), Popular Inc (1.6%), Lincoln National Corp. (1.6%), Envista Holdings Corp Common Stock Usd (1.4%), Portland General (1.4%). Go to all BRSBX holdings, BRSBX sectors, or BRSBX dividends.

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