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

Performance Overview

Morningstar Return Rating 3
YTD Return 9.89%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Feb 4, 2019) 25.00%
Worst 1Y Total Return (Feb 4, 2019) -11.27%
Best 3Y Total Return 25.00%
Worst 3Y Total Return 5.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRLSX
Category
YTD
-10.64%
4.69%
1-Month
2.61%
2.16%
3-Month
17.65%
4.69%
1-Year
-2.19%
57.22%
3-Year
3.22%
11.58%
5-Year
0.00%
12.57%
10-Year
0.00%
9.03%
Last Bull Market
0.00%
18.98%
Last Bear Market
0.00%
-19.69%

Annual Total Return (%) History

Year
BRLSX
Category
2020
--
17.67%
2019
25.00%
25.68%
2018
-11.27%
-9.64%
2017
24.29%
23.61%
2016
6.51%
5.54%
2015
--
-1.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -24.05% 17.65% -- --
2019 10.28% 3.55% 0.09% 9.36%
2018 -0.55% -1.42% 4.95% -13.76%
2017 7.00% 4.69% 6.08% 4.60%
2016 -0.99% -0.20% 5.94% 1.75%
2015 4.34% -- -- --

Rank in Category (By Total Return)

YTD 73
1-Month 55
3-Month 60
1-Year 62
3-Year 65
5-Year --

Load Adjusted Returns

1-Year -2.19%
3-Year 3.22%
5-Year --
10-Year --

Performance & Risk

YTD Return 9.89%
5y Average Return 0.00%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category World Large Stock
Fund Family MFS
Net Assets 5.23M
YTD Return -10.64%
Yield 1.21%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Summary

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.

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