BRSSX Mutual Fund

BRSSX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R2) is managed by MFS Investment Management with $2.1M in net assets. BRSSX expense ratio is 1.24%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.

BRSSX performance shows a YTD return of 10.40%. The 1-year return is 12.57% and the 5-year return is 4.81%.

BRSSX 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 BRSSX holdings, BRSSX sectors, or BRSSX dividends.

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