• MFS Blended Research Global Equity Fund

MFS
GL, Large-Cap Core

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MFS Blended Research Global Equity Fund

BRLSX (Inactive Fund)

Summary

Price

Last Close

$11.89 ( +0 )

52 Week HL

$12.61 - $8.1

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

Annual Reports

Website

Link

Performance

YTD

-

3 Year

16.45%

5 Year

44.25%

Best

24.28%
2017

Worst

-11.27%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -24.1% 10.3% -0.6% 7% -1% - - - - -
Q2 - 17.7% 2.1% 0.2% 4.7% -0.2% -100% - - - -
Q3 - 8.1% -0.5% 5.3% 6.1% 5.9% -3.6% - - - -
Q4 - - 5.5% -13.9% 4.3% 1.8% 4.3% - - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 -2.5% -7.7% -15.6% 10.9% 3.5% 2.5% 3.9% 4% - - - -

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BRLSX --3%21%-11%24%7%-----
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha --19%-8%-5%5%-2%-----

BRLSX S&P 500

Chart +