MFS Blended Research Small Cap Equity Fund (BRSJX)
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000 Index over the last 13 months at the time of purchase. The fund may invest the fund's assets in foreign securities.
Fund Info
US5527437421
552743742
Sep 15, 2015
$0
Small-Cap
Blend
Expense Ratio
BRSJX features an expense ratio of 0.74%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Blended Research Small Cap Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Blended Research Small Cap Equity Fund had a return of 1.95% year-to-date (YTD) and -0.43% in the last 12 months.
BRSJX
1.95%
-0.13%
-2.58%
-0.43%
1.96%
N/A
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of BRSJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.95% | 1.95% | |||||||||||
| 2024 | -1.84% | 3.22% | 2.34% | -6.15% | 3.45% | -1.37% | 8.94% | -2.43% | -0.06% | -1.37% | 8.85% | -12.60% | -1.05% |
| 2023 | 9.38% | -1.56% | -5.54% | -1.37% | -2.01% | 9.23% | 5.70% | -3.48% | -4.81% | -6.47% | 8.59% | 12.23% | 18.84% |
| 2022 | -7.05% | 1.90% | 0.96% | -8.90% | 0.49% | -8.82% | 9.60% | -4.31% | -8.93% | 10.77% | 2.88% | -9.73% | -21.58% |
| 2021 | 4.69% | 7.65% | 2.88% | 4.11% | 1.03% | 0.85% | -1.40% | 3.93% | -2.57% | 4.10% | -3.40% | -7.91% | 13.70% |
| 2020 | -4.97% | -9.43% | -22.76% | 13.79% | 5.37% | 1.58% | 2.94% | 3.69% | -4.45% | 1.69% | 14.00% | 6.64% | 2.09% |
| 2019 | 12.58% | 6.01% | -2.18% | 3.12% | -7.49% | 6.31% | 0.15% | -6.14% | 1.79% | 2.76% | 5.14% | 1.92% | 24.73% |
| 2018 | 3.02% | -4.20% | 1.33% | 1.24% | 6.26% | 0.58% | 2.50% | 6.35% | -1.57% | -9.66% | 2.07% | -16.19% | -10.29% |
| 2017 | 0.77% | 1.94% | -0.66% | 1.67% | -2.13% | 3.02% | 1.63% | -1.04% | 4.93% | 0.92% | 2.06% | -2.84% | 10.47% |
| 2016 | -7.42% | 0.22% | 9.20% | 1.50% | 2.57% | -0.29% | 4.64% | 1.94% | -0.27% | -3.72% | 8.21% | 2.82% | 19.85% |
| 2015 | -5.17% | 4.61% | 3.21% | -4.16% | -1.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRSJX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Blended Research Small Cap Equity Fund (BRSJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Blended Research Small Cap Equity Fund provided a 1.35% dividend yield over the last twelve months, with an annual payout of $0.21 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.21 | $0.21 | $0.12 | $0.00 | $0.03 | $0.10 | $0.09 | $0.07 | $0.06 | $0.03 | $0.03 |
Dividend yield | 1.35% | 1.38% | 0.78% | 0.00% | 0.16% | 0.66% | 0.64% | 0.64% | 0.49% | 0.29% | 0.33% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Small Cap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2015 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research Small Cap Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research Small Cap Equity Fund was 47.39%, occurring on Mar 18, 2020. Recovery took 203 trading sessions.
The current MFS Blended Research Small Cap Equity Fund drawdown is 20.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.39% | Aug 30, 2018 | 389 | Mar 18, 2020 | 203 | Jan 6, 2021 | 592 |
| -36.23% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -18.83% | Dec 2, 2015 | 49 | Feb 11, 2016 | 52 | Apr 27, 2016 | 101 |
| -9.34% | Jan 29, 2018 | 9 | Feb 8, 2018 | 63 | May 10, 2018 | 72 |
| -8.66% | Sep 8, 2016 | 41 | Nov 3, 2016 | 7 | Nov 14, 2016 | 48 |
Volatility
Volatility Chart
The current MFS Blended Research Small Cap Equity Fund volatility is 4.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.