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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Raymond James
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Fidelity Advisor 401(k) A Shares
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network

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.

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

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

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