MFS Blended Research Small Cap Eq R6 (BRSYX)

Fund Assets	306.57M
Expense Ratio	0.64%
Min. Investment	$1,000
Turnover	73.00%
Dividend (ttm)	0.12
Dividend Yield	0.71%
Dividend Growth	-47.37%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	16.31
YTD Return	10.54%
1-Year Return	12.60%
5-Year Return	14.72%
52-Week Low	14.48
52-Week High	17.95
Beta (5Y)	1.31
Holdings	286
Inception Date	Sep 15, 2015

About BRSYX

The MFS Blended Research Small Cap Equity Fund Class R5 is a mutual fund designed to seek capital appreciation by investing primarily in small-cap U.S. equities. The fund stands out for its distinctive approach that blends both fundamental and quantitative research, aiming to identify high-quality companies trading at attractive valuations with positive catalysts for long-term growth. Its disciplined portfolio construction seeks to balance risk and opportunity by maintaining diversification across approximately 180 holdings and actively managing sector exposures. The fund typically allocates its assets to companies within the financials, healthcare, industrials, and information technology sectors, among others, reflecting broad participation across the U.S. small-cap market. Benchmarking itself against the Russell 2000 Index, the fund’s strategy is tailored for investors seeking exposure to the potential growth and innovation characteristic of smaller U.S. companies. Managed by MFS, the fund integrates research insights to construct a portfolio that aims to outperform its benchmark over market cycles, making it a significant vehicle for capitalizing on the performance potential of the small-cap segment within diversified investment portfolios.

• Fund Family: MFS
• Category: Small Blend
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BRSYX
• Share Class: R6
• Index: Russell 2000 TR

Performance

BRSYX had a total return of 12.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.52%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
SWSCX	Schwab	Schwab Small-Cap Equity Fund™	1.14%
FJACX	Fidelity	Fidelity Series Small Cap Discovery Fund	n/a
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.64%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
BRSJX	I	0.74%
BRSUX	R4	0.74%
BRSDX	A	0.99%
BRSTX	R3	0.99%

Top 10 Holdings

13.33% of assets

Name	Symbol	Weight
UMB Financial Corporation	UMBF	1.54%
Popular, Inc.	BPOP	1.50%
Lincoln National Corporation	LNC	1.46%
MYR Group Inc.	MYRG	1.32%
Portland General Electric Company	POR	1.32%
Piedmont Realty Trust, Inc.	PDM	1.29%
Envista Holdings Corporation	NVST	1.28%
Beacon Financial Corporation	BBT	1.24%
AtriCure, Inc.	ATRC	1.20%
Moog Inc.	MOG.A	1.19%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$1.00629	Dec 10, 2025
Dec 10, 2024	$1.15523	Dec 11, 2024
Dec 19, 2023	$0.1362	Dec 20, 2023
Dec 13, 2022	$0.53879	Dec 14, 2022
Dec 14, 2021	$2.14656	Dec 15, 2021
Dec 15, 2020	$0.10609	Dec 16, 2020

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:

Nov 8, 2026

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