Mfs Blended Research Fund Quote
| BRSJX Fund | USD 15.62 0.13 0.83% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Mfs Blended is trading at 15.62 as of the 16th of December 2024; that is 0.83 percent decrease since the beginning of the trading day. The fund's open price was 15.75. Mfs Blended has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 16th of November 2024 and ending today, the 16th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. The advisor generally defines small market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell 2000 Index over the last 13 months at the time of purchase. More on Mfs Blended Research
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Funds, Small Blend Funds, Small Blend, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Mfs Blended Research [BRSJX] is traded in USA and was established 16th of December 2024. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Small Blend category and is part of MFS family. This fund currently has accumulated 314.49 M in assets under management (AUM) with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 10.08% with the current yeild of 0.01%, while the total return for the last 3 years was 3.68%.
Check Mfs Blended Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Blended Research Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Blended Research Mutual Fund Constituents
| POR | Portland General Electric | Stock | Utilities | |
| WERN | Werner Enterprises | Stock | Industrials | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| DEA | Eerly Govt Ppty | Stock | Real Estate | |
| LSI | Life Storage | Stock | Real Estate | |
| STAG | STAG Industrial | Stock | Real Estate | |
| EXP | Eagle Materials | Stock | Materials | |
| RGA | Reinsurance Group of | Stock | Financials |
Mfs Blended Research Risk Profiles
| Mean Deviation | 0.9139 | |||
| Semi Deviation | 1.33 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.01 |
Mfs Blended Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Blended financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Blended security.
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