Nasdaq - Delayed Quote USD

MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLSX)

11.89 0.00 (0.00%)
At close: December 31 at 8:00 PM EST
Key Events
Loading Chart for BRLSX
DELL
  • Previous Close 11.89
  • YTD Return -10.64%
  • Expense Ratio 1.14%
  • Category World Large Stock
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.23M
  • Beta (5Y Monthly) 1.05
  • Yield 1.21%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.14
  • Inception Date Sep 15, 2015

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While MFS may invest the fund's assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. It invests the fund's assets in U.S. and foreign securities, including emerging market securities.

MFS

Fund Family

World Large Stock

Fund Category

5.23M

Net Assets

2015-09-15

Inception Date

Performance Overview: BRLSX

Trailing returns as of 6/30/2020. Category is World Large Stock.

YTD Return

BRLSX
10.64%
Category
4.69%
 

1-Year Return

BRLSX
2.19%
Category
57.22%
 

3-Year Return

BRLSX
3.22%
Category
11.58%
 

5-Year Return

BRLSX
0.00%
Category
12.57%
 

Holdings: BRLSX

Top 10 Holdings (22.74% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.14%
GOOGL
Alphabet Inc. 2.97%
FB
FB 2.50%
AMZN
Amazon.com, Inc. 2.45%
AAPL
Apple Inc. 1.91%
ADBE
Adobe Inc. 1.87%
ROG
Rogers Corporation 1.84%
TSM.TW
TSM.TW 1.83%
MC.PA
LVMH Moët Hennessy - Louis Vuitton, Société Européenne 1.65%
LLY
Eli Lilly and Company 1.58%

Sector Weightings

SectorBRLSX
Technology   17.97%
Healthcare   14.02%
Industrials   9.24%
Energy   4.27%
Utilities   3.42%
Real Estate   2.96%

Related Mutual Fund News

Top Mutual Funds