BRSHX — MFS Blended Research Small Cap Equity Fund
Data updated: 2026-07-27
BRSHX — MFS Blended Research Small Cap Equity Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Small Cap Blend / Core Equity · $326.51M AUM · 1.74% expense ratio · 15.0% 1-yr return. From SEC regulatory filings.
BRSHX Fund Overview
BRSHX — MFS Blended Research Small Cap Equity Fund is a US mutual fund managed by Mfs Series Trust X, categorised as United States Small Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust X
- Category: United States Small Cap Blend / Core Equity
- Assets under management: $326.51M
- 1-year return: 15.0%
- Ticker: BRSHX
- SEC CIK: 0000783740
- SEC series ID: S000050659
- Share class ID: C000160031
BRSHX Holdings
Top 10 holdings of MFS Blended Research Small Cap Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Corsair Gaming Inc | 1.98% |
| JP Morgan US Government Money Market Fund | 1.96% |
| Bloom Energy Corp | 1.85% |
| MYR Group Inc | 1.73% |
| FormFactor Inc | 1.68% |
| UMB Financial Corp | 1.54% |
| Modine Manufacturing Co | 1.49% |
| Portland General Electric Co | 1.46% |
| Weatherford International PLC | 1.43% |
| Popular Inc | 1.41% |
BRSHX Portfolio Allocation
Asset-class allocation of MFS Blended Research Small Cap Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
| Cash & Equivalents | 2.0% |
BRSHX Performance
Total returns for BRSHX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.0% |
| 1 year | 15.0% |
| 3 years (annualised) | 8.3% |
| 5 years (annualised) | 4.6% |
BRSHX Risk Information
Risk metrics for BRSHX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 14.9%
BRSHX Costs and Fees
BRSHX costs about $174 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.74%
- Gross expense ratio: 1.88%
- Portfolio turnover: 66%
- Brokerage commissions: 5.36 bps of average net assets (SEC N-CEN)
BRSHX Cashflows
Over the 12 months to 2026-02, MFS Blended Research Small Cap Equity Fund had net outflows of $36.11M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | −$2.18M |
| 2026-01 | −$7.65M |
| 2025-12 | $15.50M |
| 2025-11 | −$2.55M |
| 2025-10 | −$2.23M |
| 2025-09 | −$15.25M |
BRSHX Debt Constituents
No individual debt constituents are reported in MFS Blended Research Small Cap Equity Fund's latest SEC N-PORT filing.
BRSHX Prospectus and SEC Filings
Official MFS Blended Research Small Cap Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Small Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.