- What does BRXAX invest in?
- The primary objective of this fund is to achieve an increase in investment value over time. Typically, the fund allocates at least 80% of its total assets to equity securities. These equity holdings consist of common shares and other instruments that represent either a direct ownership stake or the right to acquire one in a company or other issuing entity. The fund's manager, MFS, predominantly invests in securities issued by large-capitalization companies. While MFS generally diversifies the fund's investments across various industries, market sectors, countries, and geographical regions, it maintains the discretion to commit a substantial portion of its assets to businesses within a single industry, sector, nation, or region.
- What is the expense ratio of BRXAX?
- MFS Blended Research International Equity Fund - Class A (BRXAX) charges an expense ratio of 0.77%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BRXAX?
- MFS Blended Research International Equity Fund - Class A (BRXAX) manages $1.67B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is BRXAX actively managed or an index fund?
- BRXAX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BRXAX's is 0.77%) in exchange for the discretion to over- or under-weight positions.
- When was BRXAX launched?
- MFS Blended Research International Equity Fund - Class A (BRXAX) launched in September 2015 and is managed by MFS.
- How has BRXAX performed?
- BRXAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
