- MFS Blended Research Global Equity Fund
MFS
- Global
- Large-Cap
- Core
Summary
Price
Last Close
$11.84 ( +0 )
52 Week HL
$12.59 - $8.08
Net Assets
$389.6 M
Expense Ratio
0.60 %
Top 10 Holdings
Mar 25, 2021Company 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%
Performance
YTD
-
3 Year
16.08%
5 Year
41.62%
Best
23.61%
2017
Worst
-11.72%
2018
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -24.1% | 10.2% | -0.7% | 6.8% | -1.1% | - | - | - | - |
| Q2 | - | - | 17.5% | 2% | 0.2% | 4.6% | -0.3% | -100% | - | - | - |
| Q3 | - | - | 8% | -0.7% | 5.2% | 5.9% | 5.8% | -3.6% | - | - | - |
| Q4 | - | - | - | 5.9% | -13.9% | 4.3% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRLCX | - | - | -4% | 21% | -12% | 24% | 6% | - | - | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | - | -19% | -8% | -5% | 5% | -2% | - | - | - | - |