Nasdaq - Delayed Quote • USD
MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLSX)
At close: December 31 at 8:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.00% |
| Worst 1Y Total Return | -11.27% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BRLSX | Category Average | BRLSX | Category Average | BRLSX | Category Average | |
| Alpha | 2.21 | 0.05 | -- | 0.03 | -- | 0.04 |
| BETA | 1.05 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.39 | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | 94.2 | 0.86 | -- | 0.83 | -- | 0.83 |
| Standard Deviation | 17.2 | 0.18 | -- | 0.15 | -- | 0.15 |
| Sharpe Ratio | 0.17 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | 1.46 | 0.11 | -- | 0.12 | -- | 0.1 |
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