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Mfs Blended Research Small Cap Equity Fund - Class R6: (MF: BRSYX)

(NASDAQ Mutual Funds) As of May 13, 2026 06:19 PM ET

$16.66 USD

-0.03 (-0.18%)

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    

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Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.37 35
3 months 8.39 24
6 months 15.33 40
1 Year 39.28 33
3 Year 14.30 58
5 Year 5.52 51
10 Year 9.91 60

* Annual for three years and beyond.

Zacks Premium Research for BRSYX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 15.20
% Yield 0.65
% SEC Yield NA
Net Assets (Mil $) 4/30/2026 129.43
% Turnover 4/30/2026 66.00

Risk

3 Year 5 Year 10 Year
Beta 1.23 1.05 1.13
Alpha -8.56 -6.63 -5.56
R Squared 0.66 0.70 0.75
Std. Dev. 18.74 19.18 19.85
Sharpe 0.54 0.17 3.00

Sector / Country Weightings

As of 4/30/2026 % of Portfolio
Finance 19.40
Industrial Cyclical 19.33
Technology 16.10
Health 11.08
Other 10.38
Services 6.64
Retail Trade 4.79
Utilities 3.54
Energy 3.13
Non-Durable 2.96
Consumer Durables 2.65

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2026)
% of Portfolio Value (Mil$)
ADVANCED ENERGY INDUSTRIE 2.02 6.48
FORMFACTOR INC 1.79 5.74
ENVISTA HOLDINGS CORP 1.66 5.34
ELEMENT SOLUTIONS INC 1.64 5.27
POPULAR INC 1.64 5.24
FLOWSERVE CORP 1.63 5.23
PORTLAND GENERAL ELECTRIC 1.63 5.22
AVIENT CORPORATION 1.58 5.08
WEATHERFORD INTERNATIONAL 1.54 4.95

Stock Holding % of Net Assets

As Of 2/28/2026
Total Issues 189
Avg. P/E 26.79
Avg. P/Book 2.98
Avg. EPS Growth 6.03
Avg. Market Value (Mil $) 6,869

Composition

% of Portfolio
Stocks 99.28
Foreign Stocks 3.05
Cash 0.90
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.19
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 0.00
Large Value 17.18
Small Growth 33.20
Small Value 8.42
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 13.75
High Yield Bond 0.41