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Morningstar

MFS Blended Research Small Cap Eq R6 BRSYX

Morningstar Analyst Rating
Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.49  /  0.89 %
  • Total Assets 339.4 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 72%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BRSYX

Will BRSYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRSYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BRSYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BRSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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MFS Blended Research Small Cap Eq R6’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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