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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 | +6.87% | +19.61% | 11,079.6 | Healthcare Providers & Services | |
THG | The Hanover Insurance Group Inc | 27,579 | 4,703.1 | +11.52% | 1.450 | +0.15% | 0.080 | +2.01% | +7.02% | 5,881.7 | Insurance | |
COLB | Columbia Banking System Inc | 175,715 | 4,696.9 | -0.63% | 1.450 | -0.01% | 0.080 | +10.46% | -9.01% | 5,019.7 | Banks | |
ESI | Element Solutions Inc | 179,501 | 4,686.8 | -0.63% | 1.440 | -0.01% | 0.070 | +30.76% | -4.07% | 5,875.9 | Chemicals | |
SLM | SLM Corp | 154,190 | 4,655.0 | -24.64% | 1.430 | -0.38% | 0.070 | +24.91% | +19.56% | 6,861.3 | Credit Services | |
BPOP | Popular Inc | 46,289 | 4,648.8 | -0.63% | 1.430 | -0.01% | 0.070 | +34.33% | +20.76% | 7,669.1 | Banks | |
KMPR | Kemper Corp | 67,632 | 4,570.6 | -0.63% | 1.410 | -0.01% | 0.110 | +6.42% | -7.44% | 3,897.3 | Insurance | |
CATY | Cathay General Bancorp | 97,000 | 4,554.1 | -0.63% | 1.400 | -0.01% | 0.140 | +26.35% | +2.50% | 3,370.6 | Banks | |
VOYA | Voya Financial Inc | 60,073 | 4,340.9 | -0.63% | 1.340 | -0.01% | 0.060 | +27.36% | +5.15% | 6,878.3 | Diversified Financial Services | |
AEIS | Advanced Energy Industries Inc | 37,258 | 4,291.0 | -0.63% | 1.320 | -0.01% | 0.100 | +63.07% | +20.77% | 5,249.9 | 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 | $129.66 | -0.02% | Sold Out | 0 | -34,589 | |
SKX | Skechers USA Inc | 2025-02-28 | Sold Out Sold Out | -1.09% | 60.79 ($68.97) 78.24 | $63.07 | -8.55% | Sold Out | 0 | -61,868 | |
BILL | BILL Holdings Inc | 2025-02-28 | New Buy New Buy | +1.08% | 52.73 ($81.96) 97.41 | $45.90 | -44.00% | New holding | 63,327 | 63,327 | |
CVNA | Carvana Co | 2025-02-28 | Sold Out Sold Out | -1.05% | 177.16 ($237.21) 285.33 | $352.02 | 48.40% | Sold Out | 0 | -14,558 | |
TKR | The Timken Co | 2025-02-28 | Sold Out Sold Out | -1.02% | 69.85 ($77.05) 83.79 | $76.68 | -0.48% | Sold Out | 0 | -47,608 | |
MHK | Mohawk Industries Inc | 2025-02-28 | New Buy New Buy | +0.99% | 115.41 ($123.29) 138.83 | $108.93 | -11.65% | 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 | $14.44 | -9.35% | New holding | 211,239 | 211,239 | |
PVH | PVH Corp | 2025-02-28 | Reduce Reduce | -0.87% | 74.84 ($95.38) 112.86 | $71.41 | -25.13% | Reduce -72.2% | 11,175 | -29,030 | |
WNS | WNS (Holdings) Ltd | 2025-02-28 | Add Add | +0.84% | 43.17 ($52.66) 63.26 | $74.65 | 41.76% | 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 | $75.17 | -7.03% | Reduce -47.09% | 38,208 | -34,007 |
MFS Blended Research Small Cap Equity Fund Total Holding History ($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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