• MFS Blended Research Global Equity Fund

MFS

  • Global
  • Large-Cap
  • Core

MFS Blended Research Global Equity Fund

BRLJX (Inactive Fund)

Summary

Price

Last Close

$11.94 ( +0 )

52 Week HL

$12.63 - $8.12

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

16.83%

5 Year

46.77%

Best

24.93%
2017

Worst

-10.79%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -23.9% 10.5% -0.5% 7.2% -0.9% - - - -
Q2 - - 17.8% 2.3% 0.3% 4.9% - -100% - - -
Q3 - - 8.2% -0.4% 5.4% 6.1% 6% -3.6% - - -
Q4 - - - 5.1% -13.7% 4.5% 1.9% 4.5% - - -

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
BRLJX ---3%21%-11%25%-----
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha ---19%-8%-5%6%-----

BRLJX S&P 500

Chart +