MFS Blended Research Small Cap Equity Fund Class C (BRSHX)

Fund Assets	318.10M
Expense Ratio	1.74%
Min. Investment	$1,000
Turnover	73.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 9, 2025

Previous Close	16.29
YTD Return	18.15%
1-Year Return	21.13%
5-Year Return	26.01%
52-Week Low	13.50
52-Week High	16.66
Beta (5Y)	1.31
Holdings	251
Inception Date	Sep 15, 2015

About BRSHX

MFS Blended Research Small Cap Equity Fund Class C is a mutual fund focused on seeking capital appreciation by investing primarily in equity securities of small-cap U.S. companies. Employing a distinctive combination of fundamental and quantitative analysis, the fund integrates both research styles into a disciplined portfolio construction process to identify high-quality companies trading at favorable valuations. The approach aims to uncover opportunities with catalysts that may drive long-term value. The fund's objective is aligned with the Russell 2000 Index, which serves as its benchmark and represents the performance of domestic small-cap equities. MFS Blended Research Small Cap Equity Fund Class C is designed to provide investors exposure to the small-cap segment of the market, offering diversification and potential for growth by targeting firms with innovative characteristics or strategic advantages in their industries. The fund is managed by MFS Investment Management, a firm known for its research-driven investment philosophy and long-standing presence in the asset management industry.

• Fund Family: MFS
• Category: Small Blend
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BRSHX
• Share Class: C
• Index: Russell 2000 TR

Performance

BRSHX had a total return of 21.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.08%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWSSX	Schwab	Schwab Small Cap Index Fund	0.04%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.66%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a
SWSCX	Schwab	Schwab Small-Cap Equity Fund™	1.09%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BRSYX	R6	0.66%
BRSJX	I	0.74%
BRSUX	R4	0.74%
BRSDX	A	0.99%

Top 10 Holdings

15.57% of assets

Name	Symbol	Weight
FormFactor, Inc.	FORM	2.06%
MYR Group Inc.	MYRG	1.78%
Advanced Energy Industries, Inc.	AEIS	1.64%
UMB Financial Corporation	UMBF	1.59%
Corsair Gaming, Inc.	CRSR	1.50%
Popular, Inc.	BPOP	1.49%
Portland General Electric Company	POR	1.44%
Bloom Energy Corporation	BE	1.36%
Modine Manufacturing Company	MOD	1.36%
Envista Holdings Corporation	NVST	1.35%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$0.88986	Dec 10, 2025
Dec 10, 2024	$0.97127	Dec 11, 2024
Dec 13, 2022	$0.53879	Dec 14, 2022
Dec 14, 2021	$2.10622	Dec 15, 2021
Dec 17, 2019	$0.17272	Dec 17, 2019
Dec 18, 2018	$0.64867	Dec 18, 2018

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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