BRSTX Mutual Fund

BRSTX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class R3) is managed by MFS Investment Management with $1.4M in net assets. BRSTX expense ratio is 0.99%, holding 191 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2015-09-15.

BRSTX performance shows a YTD return of 10.67%. The 1-year return is 19.69% and the 5-year return is 11.13%. BRSTX dividend yield stands at 0.76%.

BRSTX 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 BRSTX holdings, BRSTX sectors, or BRSTX dividends.

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