BRSWX Performance — MFS Blended Research Small Cap Equity Fund, Class 529C
Data updated: 2026-09-25
BRSWX returned +7.75% over one year to Feb 2022. Over one year the fund beat its US Small Blend category average: $100 grew to $108, against $101 for the category. Volatility over the past 12 months was 12.70% a year. In the 12 months to May 2026 the fund lost a net $49.0M, and assets reached $326.51M.
BRSWX 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 | BRSWX | Category average |
|---|---|---|
| 1 year (Mar 2021 – Feb 2022) | $108 | $101 |
| Since data start (Sep 2019 – Feb 2022) | $138 | $145 |
BRSWX Trailing Returns
Total returns to Feb 2022, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +7.75% |
| 3 years (annualised) | +13.90% |
BRSWX 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 |
|---|---|
| 2022 (Jan–Feb) | −5.42% |
| 2021 | +28.25% |
| 2020 | +1.01% |
| 2019 (Sep–Dec) | +12.99% |
BRSWX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | −7.1% | +1.8% | — | — | — | — | — | — | — | — | — | — |
| 2021 | +4.6% | +7.6% | +2.8% | +4.0% | +0.9% | +0.8% | −1.5% | +4.0% | −2.6% | +4.1% | −3.5% | +4.5% |
| 2020 | −5.0% | −9.4% | −22.9% | +13.9% | +5.2% | +1.5% | +2.9% | +3.5% | −4.5% | +1.6% | +13.9% | +6.5% |
| 2019 | — | — | — | — | — | — | — | — | +1.8% | +2.6% | +5.1% | +3.0% |
BRSWX Risk
Risk measures from monthly returns over Mar 2021 – Feb 2022.
- 1-year volatility (annualised): 12.70%
- Best month: +4.50% (Dec 2021)
- Worst month: −7.13% (Jan 2022)
BRSWX 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 |
BRSWX 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.