• MFS Blended Research Global Equity Fund

MFS

  • Global
  • Large-Cap
  • Core

MFS Blended Research Global Equity Fund

BRLBX (Inactive Fund)

Summary

Price

Last Close

$11.83 ( +0 )

52 Week HL

$12.58 - $8.08

Net Assets

$389.6 M

Expense Ratio

0.60 %

Top 10 Holdings

Mar 25, 2021

Company Name

  • Microsoft Corporation
  • Amazon Com
  • Alphabet Inc
  • Apple Inc
  • Facebook Inc

Holding

  • 4.25
  • 3.31
  • 3.08
  • 3.00
  • 2.25

Company Name

  • Taiwan Semiconductor
  • Eli Lilly
  • SCHNEIDER ELECTRIC
  • Adobe Inc
  • ROCHE HLDG
  • Total

Holding

  • 2.11
  • 1.75
  • 1.64
  • 1.61
  • 1.59
  • 24.59%

Documents

Prospectus

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-

3 Year

15.98%

5 Year

41.53%

Best

23.61%
2017

Worst

-11.69%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -24.1% 10.2% -0.7% 6.9% -1.1% - - - -
Q2 - - 17.6% 2% 0.1% 4.5% -0.3% -100% - - -
Q3 - - 7.9% -0.7% 5.1% 5.9% 5.8% -3.6% - - -
Q4 - - - 5.8% -14% 4.2% 1.7% 4.2% - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 - - - - - - - - - - - -

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BRLBX ---4%20%-12%24%6%----
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha ---19%-8%-5%5%-2%----

BRLBX S&P 500

Chart +