MFS Blended Research Small Cap Eq R2 (BRSSX)
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MFS Blended Research Small Cap Eq R2
BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
MFS SERIES TRUST X
18006372929
Management Information
Matthew W. Krummell,Lead Manager since September 14, 2015
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., .
- Joined MFS in 2001.
- Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;.
- Affiliations include CFA Institute, CFA Society of Boston,.
- University of Chicago, MBA
- University of California, Berkeley, BA, Phi Beta Kappa
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Blend
Fund FamilyMFS
Net Assets327.88M
YTD Return-2.87%
Yield0.34%
Morningstar Rating★★
Inception DateSept 14, 2015
Fund Operations
Last Dividend0.05
Last Cap Gain-1.00
Holdings Turnover56.00%
Average for CategoryN/A
Fees & Expenses
ExpenseBRSSXCategory Average
Annual Report Expense Ratio (net)0.74%1.03%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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