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MFS Blended Research Small Cap Equity Fund | BRSDXMutual Fund | |
| MFS SERIES TRUST X | |
| Last update 2025-04-24 | 196 Stocks (36 new) |
| Value $325.00 Mil | Turnover 15 % |
MFS Blended Research Small Cap... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHC | Encompass Health Corp | 57,121 | 5,720.1 | -0.63% | 1.760 | -0.01% | 0.060 | +6.59% | +19.71% | 11,088.7 | Healthcare Providers & Services | |
THG | The Hanover Insurance Group Inc | 27,579 | 4,703.1 | +11.52% | 1.450 | +0.15% | 0.080 | +2.91% | +8.16% | 5,944.1 | Insurance | |
COLB | Columbia Banking System Inc | 175,715 | 4,696.9 | -0.63% | 1.450 | -0.01% | 0.080 | +11.47% | -7.21% | 5,118.5 | Banks | |
ESI | Element Solutions Inc | 179,501 | 4,686.8 | -0.63% | 1.440 | -0.01% | 0.070 | +31.08% | -2.13% | 5,994.7 | Chemicals | |
SLM | SLM Corp | 154,190 | 4,655.0 | -24.64% | 1.430 | -0.38% | 0.070 | +23.09% | +20.05% | 6,889.6 | Credit Services | |
BPOP | Popular Inc | 46,289 | 4,648.8 | -0.63% | 1.430 | -0.01% | 0.070 | +35.61% | +24.68% | 7,918.5 | Banks | |
KMPR | Kemper Corp | 67,632 | 4,570.6 | -0.63% | 1.410 | -0.01% | 0.110 | +9.39% | -6.18% | 3,950.4 | Insurance | |
CATY | Cathay General Bancorp | 97,000 | 4,554.1 | -0.63% | 1.400 | -0.01% | 0.140 | +25.76% | +2.80% | 3,380.4 | Banks | |
VOYA | Voya Financial Inc | 60,073 | 4,340.9 | -0.63% | 1.340 | -0.01% | 0.060 | +28.47% | +6.61% | 6,973.6 | Diversified Financial Services | |
AEIS | Advanced Energy Industries Inc | 37,258 | 4,291.0 | -0.63% | 1.320 | -0.01% | 0.100 | +65.20% | +24.09% | 5,394.1 | Industrial Products |
MFS Blended Research Small Cap Equity Fund's Historical Top Holdings Breakdowns
MFS Blended Research Small Cap Equity Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WTFC | Wintrust Financial Corp | 2025-02-28 | Sold Out Sold Out | -1.32% | 122.72 ($129.68) 138.01 | $134.07 | 3.39% | Sold Out | 0 | -34,589 | |
SKX | Skechers USA Inc | 2025-02-28 | Sold Out Sold Out | -1.09% | 60.79 ($68.97) 78.24 | $63.08 | -8.54% | Sold Out | 0 | -61,868 | |
BILL | BILL Holdings Inc | 2025-02-28 | New Buy New Buy | +1.08% | 52.73 ($81.96) 97.41 | $45.86 | -44.05% | New holding | 63,327 | 63,327 | |
CVNA | Carvana Co | 2025-02-28 | Sold Out Sold Out | -1.05% | 177.16 ($237.21) 285.33 | $347.52 | 46.50% | Sold Out | 0 | -14,558 | |
TKR | The Timken Co | 2025-02-28 | Sold Out Sold Out | -1.02% | 69.85 ($77.05) 83.79 | $79.16 | 2.74% | Sold Out | 0 | -47,608 | |
MHK | Mohawk Industries Inc | 2025-02-28 | New Buy New Buy | +0.99% | 115.41 ($123.29) 138.83 | $111.17 | -9.83% | New holding | 27,342 | 27,342 | |
BANC | Banc of California Inc | 2025-02-28 | New Buy New Buy | +0.97% | 14.65 ($15.93) 17.23 | $15.03 | -5.65% | New holding | 211,239 | 211,239 | |
PVH | PVH Corp | 2025-02-28 | Reduce Reduce | -0.87% | 74.84 ($95.38) 112.86 | $71.39 | -25.15% | Reduce -72.2% | 11,175 | -29,030 | |
WNS | WNS (Holdings) Ltd | 2025-02-28 | Add Add | +0.84% | 43.17 ($52.66) 63.26 | $74.78 | 42.01% | Add 421.25% | 59,501 | 48,086 | |
PBH | Prestige Consumer Healthcare Inc | 2025-02-28 | Reduce Reduce | -0.80% | 73.82 ($80.85) 87.36 | $75.77 | -6.28% | Reduce -47.09% | 38,208 | -34,007 |
MFS Blended Research Small Cap Equity Fund Total Holding History ($B)
MFS Blended Research Small Cap Equity Fund's Asset Allocation
MFS Blended Research Small Cap Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFS Blended Research Small Cap Equity Fund's Hypothetical Growth since 2025-02-28
MFS Blended Research Small Cap Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS Blended Research Small Cap Equity Fund's Holdings Heat Map
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MFS Blended Research Small Cap Equity Fund's Holdings Bubble Chart
MFS Blended Research Small Cap Equity Fund News
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