BRSTX Performance — MFS Blended Research Small Cap Equity Fund, Class R3
Data updated: 2026-09-25
BRSTX returned +13.97% year to date and +32.49% over one year to May 2026. Annualised returns are +14.93% over 3 years and +5.08% over 5 years. Against its US Small Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $152, against $160 for the category, and to $132 over one year, against $132. Volatility over the past three years was 19.20% a year. In the 12 months to May 2026 the fund lost a net $49.0M, and assets reached $326.51M.
BRSTX Growth of $100
What $100 invested in MFS Blended Research Small Cap Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | BRSTX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $132 | $132 |
| 3 years (Jun 2023 – May 2026) | $152 | $160 |
| 5 years (Jun 2021 – May 2026) | $128 | $135 |
| Since data start (Sep 2019 – May 2026) | $180 | $206 |
BRSTX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.97% |
| 1 year | +32.49% |
| 3 years (annualised) | +14.93% |
| 5 years (annualised) | +5.08% |
BRSTX Annual Returns
Calendar-year total returns of MFS Blended Research Small Cap Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +13.97% |
| 2025 | +5.52% |
| 2024 | +4.57% |
| 2023 | +18.47% |
| 2022 | −18.62% |
| 2021 | +28.77% |
| 2020 | +1.78% |
| 2019 (Sep–Dec) | +13.35% |
BRSTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +2.5% | −5.8% | +12.1% | +0.7% | — | — | — | — | — | — | — |
| 2025 | +2.0% | −4.3% | −7.7% | −4.3% | +5.3% | +5.4% | +0.9% | +7.4% | +0.6% | −0.4% | +2.1% | −0.4% |
| 2024 | −1.9% | +3.2% | +2.3% | −6.2% | +3.5% | −1.4% | +8.9% | −2.5% | −0.1% | −1.4% | +8.8% | −7.5% |
| 2023 | +9.4% | −1.6% | −5.6% | −1.5% | −2.0% | +9.3% | +5.7% | −3.5% | −4.9% | −6.5% | +8.6% | +12.2% |
| 2022 | −7.1% | +1.9% | +0.9% | −8.9% | +0.5% | −8.9% | +9.6% | −4.3% | −9.0% | +10.8% | +2.8% | −6.1% |
| 2021 | +4.7% | +7.7% | +2.8% | +4.1% | +1.0% | +0.8% | −1.4% | +3.9% | −2.5% | +4.1% | −3.5% | +4.5% |
| 2020 | −5.0% | −9.4% | −22.8% | +13.8% | +5.3% | +1.6% | +2.9% | +3.6% | −4.5% | +1.8% | +13.9% | +6.6% |
| 2019 | — | — | — | — | — | — | — | — | +1.8% | +2.8% | +5.1% | +3.1% |
BRSTX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 19.20%
- 3-year Sharpe ratio: 0.54 (vs 4.5% risk-free rate)
- Best month: +12.17% (Dec 2023)
- Worst month: −7.72% (Mar 2025)
BRSTX Fund Flows
Monthly money in and out of MFS Blended Research Small Cap Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$49.0M
- 12-month gross sales (incl. reinvestments): $57.3M
- Sales ÷ redemptions: 0.54×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $3.3M | $7.6M | −$4.2M |
| Apr 2026 | $2.6M | $6.7M | −$4.2M |
| Mar 2026 | $5.1M | $10.9M | −$5.8M |
| Feb 2026 | $2.5M | $4.6M | −$2.2M |
| Jan 2026 | $2.9M | $10.6M | −$7.7M |
| Dec 2025 | $23.5M | $8.0M | $15.5M |
| Nov 2025 | $3.4M | $5.9M | −$2.6M |
| Oct 2025 | $2.9M | $5.1M | −$2.2M |
| Sep 2025 | $2.6M | $17.9M | −$15.2M |
| Aug 2025 | $3.5M | $8.5M | −$5.0M |
| Jul 2025 | $2.9M | $14.5M | −$11.6M |
| Jun 2025 | $2.2M | $6.0M | −$3.8M |
BRSTX Assets Under Management
Net assets of MFS Blended Research Small Cap Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $326.51M |
| 2026-02-28 | $320.96M |
| 2025-11-30 | $313.92M |
| 2025-08-31 | $326.61M |
| 2025-05-31 | $304.97M |
| 2025-02-28 | $327.19M |
| 2024-11-30 | $364.15M |
| 2024-08-31 | $347.50M |
| 2024-05-31 | $340.18M |
| 2024-02-29 | $325.69M |
| 2023-11-30 | $295.83M |
| 2023-08-31 | $312.96M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.