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Mfs Blended Research Small Cap Equity Fund - Class I: (MF: BRSJX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:23 PM ET

$15.08 USD

+0.06 (0.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.18 48
3 months 6.79 51
6 months 9.28 56
1 Year 16.21 58
3 Year 9.45 72
5 Year 5.68 51
10 Year 10.33 64

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.79
5 Year 6.74
10 Year 8.75
Since Inception 8.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.95 6.34 8.98 1.36
2024 3.68 -4.24 6.22 -0.65
2023 1.70 5.56 -2.88 13.96
2022 -4.37 -16.52 -4.49 7.04
2021 15.94 6.07 -0.16 5.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.185.794.7718.82-18.4028.972.0726.21-5.3313.8020.27
% Total Return Rel to Index 3.16-12.42-20.25-7.42-0.190.29-16.32-5.27-0.94-7.998.34
% Total Return Rel to Peer -0.03-1.50-7.152.741.119.65-16.920.785.43-1.794.32
% Perf Quintile vs Peer* 3.004.000.002.003.002.005.003.002.003.003.00
% Dividends 0.000.090.200.110.000.020.090.090.070.060.03
% Yield 0.000.601.220.580.000.130.620.590.570.440.27
Capital Gains ($) 0.000.890.930.000.542.100.000.170.650.380.04
Expense Ratio 0.000.740.740.740.740.740.740.740.740.740.74

* 1 = Top 20%, 5 = Bottom 20%