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BRSTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Blended Research Small Cap Eq R3 (BRSTX) Ownership - Who owns MFS Blended Research Small Cap Eq R3?

The investment seeks capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BRSTX

Net Assets

320M

Fund Existence

almost 10 years

Turnover

61.00

Total Expense Ratio

0.99

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.13

Assets in Top Ten Holdings

51.2M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

182.00

Number of Net Holdings

182.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

14.99%

Gain YTD

-0.611

Annual Yield % from dividends

1.12

Returns for 1 year

-3.96

Returns for 3 years

-0.55

Returns for 5 years

19.23

Returns for 10 years

N/A

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Category SmallBlend

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Fundamentals

Details