MFS Blended Research US Small Cap (S:0P00017JYP)
35.89
+0.74
(+2.12%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 10, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Advanced Energy Industries, Inc. | 1.83% | 219.70 | 4.13% |
| Adtalem Global Education, Inc. | 1.79% | 113.68 | 0.50% |
| Popular, Inc. | 1.70% | 127.80 | -1.83% |
| UMB Financial Corp. | 1.54% | 121.54 | -1.16% |
| Grand Canyon Education, Inc. | 1.52% | 176.44 | 0.65% |
| Armstrong World Industries, Inc. | 1.51% | 200.52 | 2.45% |
| Portland General Electric Co. | 1.47% | 48.85 | -0.27% |
| Encompass Health Corp. | 1.45% | 102.85 | -2.04% |
| Piedmont Realty Trust, Inc. | 1.43% | 8.41 | -0.94% |
| Essential Properties Realty Trust, Inc. | 1.36% | 29.48 | -1.52% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |