Nasdaq - Delayed Quote USD

MFS Blended Research Small Cap Eq R2 (BRSSX)

14.32 +0.05 (+0.35%)
At close: 8:00 PM EDT

Fund Summary

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.

MFS Blended Research Small Cap Eq R2

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Small Blend
Fund Family MFS
Net Assets 335.02M
YTD Return 3.61%
Yield 0.32%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Operations

Last Dividend 0.05
Last Cap Gain -1.00
Holdings Turnover 56.00%
Average for Category --

Fees & Expenses

Expense BRSSX Category Average
Annual Report Expense Ratio (net) 1.74% 1.03%
Prospectus Net Expense Ratio 1.74% --
Prospectus Gross Expense Ratio 1.88% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Matthew W. Krummell, Lead Manager since September 15, 2015
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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