BRSBX Mutual Fund Quote

BRSBX Fund  USD 11.88  0.10  0.83%   

Market Performance

0 of 100

Odds Of Distress

Less than 31

MFS BLENDED is trading at 11.88 as of the 26th of March 2023; that is -0.83 percent decrease since the beginning of the trading day. The fund's open price was 11.98. MFS BLENDED has about a 31 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for MFS BLENDED RESEARCH are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of February 2023 and ending today, the 26th of March 2023. Click here to learn more.
Fiscal Year End
The fund normally invests at least 80 percent of the funds net assets in equity securities of issuers with small market capitalizations. MFS Blended is traded on NASDAQ Exchange in the United States. More on MFS BLENDED RESEARCH

Moving together with MFS BLENDED


MFS BLENDED Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. MFS BLENDED's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding MFS BLENDED or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of MFS BLENDED's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate15th of September 2015
MFS BLENDED RESEARCH [BRSBX] is traded in USA and was established 26th of March 2023. The fund is listed under Small Blend category and is part of MFS family. MFS BLENDED RESEARCH currently has accumulated 312.56 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 1.18%.
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 BRSBX 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 BRSBX 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

MFS BLENDED Target Price Odds Analysis

Based on a normal probability distribution, the odds of MFS BLENDED jumping above the current price in 90 days from now is over 95.72%. The MFS BLENDED RESEARCH probability density function shows the probability of MFS BLENDED mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon MFS BLENDED RESEARCH has a beta of -0.2701 suggesting as returns on benchmark increase, returns on holding MFS BLENDED are expected to decrease at a much lower rate. During the bear market, however, MFS BLENDED RESEARCH is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. MFS BLENDED RESEARCH is significantly underperforming NYSE Composite.
  Odds Below 11.88HorizonTargetOdds Above 11.88
4.22%90 days
Based on a normal probability distribution, the odds of MFS BLENDED to move above the current price in 90 days from now is over 95.72 (This MFS BLENDED RESEARCH probability density function shows the probability of BRSBX Mutual Fund to fall within a particular range of prices over 90 days) .


Investors will always prefer to have the highest possible return on investment while minimizing volatility. MFS BLENDED market risk premium is the additional return an investor will receive from holding MFS BLENDED long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in MFS BLENDED. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although MFS BLENDED's alpha and beta are two of the key measurements used to evaluate MFS BLENDED's performance over the market, the standard measures of volatility play an important role as well.

MFS BLENDED Against Markets

Picking the right benchmark for MFS BLENDED mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in MFS BLENDED mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for MFS BLENDED is critical whether you are bullish or bearish towards MFS BLENDED RESEARCH at a given time.