BRSHX Mutual Fund
BRSHX Mutual Fund
BRSHX Mutual Fund
MFS Blended Research Small Cap Equity Fund Class C
BRSHX Mutual Fund Overview
BRSHX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class C) is managed by MFS Investment Management with $3.7M in net assets. BRSHX expense ratio is 1.74%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.
BRSHX performance shows a YTD return of 9.98%. The 1-year return is 18.73% and the 5-year return is 10.15%.
BRSHX 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 BRSHX holdings, BRSHX sectors, or BRSHX dividends.
BRSHX can be compared against other funds. Use BRSHX overlap to find shared positions, or BRSHX vs another fund for a side-by-side view. BRSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.