BRSDX Mutual Fund

BRSDX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class A) is managed by MFS Investment Management with $42.0M in net assets. BRSDX expense ratio is 0.99%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.

BRSDX performance shows a YTD return of 10.61%. The 1-year return is 12.84% and the 5-year return is 5.09%. BRSDX dividend yield stands at 0.37%.

BRSDX 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 BRSDX holdings, BRSDX sectors, or BRSDX dividends.

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