BRSDX Mutual Fund Quote

Mutual Funds USA . 
Fund . MFS BLENDED RESEARCH
BRSDX Fund  USD 12.89  0.27  2.14%   

Market Performance

1 of 100

Odds Of Distress

Less than 46

MFS BLENDED is trading at 12.89 as of the 24th of March 2023; that is 2.14 percent increase since the beginning of the trading day. The fund's open price was 12.62. MFS BLENDED has 46 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading 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 3rd of April 2021 and ending today, the 24th of March 2023. 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. MFS Blended is traded on NASDAQ Exchange in the United States. More on MFS BLENDED RESEARCH

Moving together with MFS BLENDED

+0.93NAESXVANGUARD SMALL-CAP INDEXPairCorr
+0.94VSCIXVANGUARD SMALL-CAP INDEXPairCorr
+0.93VSCPXVANGUARD SMALL-CAP INDEXPairCorr
+0.93VSMAXVANGUARD SMALL-CAP INDEXPairCorr
+0.93FSSNXFIDELITY SMALL CAPPairCorr
+0.99DFSTXUS SMALL CAPPairCorr
+0.94PRSVXT ROWE PRICEPairCorr

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
MFS BLENDED RESEARCH
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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 [BRSDX] is traded in USA and was established 24th 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 1.91%.
Check MFS BLENDED Probability Of Bankruptcy

Instrument Allocation

Top MFS BLENDED RESEARCH Mutual Fund Constituents

MGYMagnolia Oil GasStockEnergy
EWBCEast West BancorpStockFinancials
PBHPrestige Brand HoldingsStockHealth Care
URBNUrban OutfittersStockConsumer Discretionary
RBCRBC Bearings IncorporatedStockIndustrials
TRSTriMasStockIndustrials
NVAXNovavaxStockHealth Care
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MFS BLENDED RESEARCH Risk Profiles

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.
Mean Deviation1.11
Semi Deviation1.46
Standard Deviation1.39
Variance1.93

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.
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