MFS Funds > MFS SERIES TRUST X
MFS Blended Research Small Cap Equity Fund
$313.10M
Avg Monthly Net Assets
$340.52M
Total Assets
$337K
Total Liabilities
$340.18M
Net Assets
MFS Blended Research Small Cap Equity Fund is a Mutual Fund in MFS SERIES TRUST X
from MFS Funds,
based in Massachusetts,
United States of America.
The fund has nine share classes
and monthly net assets of $313.10M.
On July 25th, 2024 it reported 179 holdings, the largest
being Skechers USA Inc (1.9%), Grand Canyon Education Inc (1.6%) and elf Beauty Inc (1.6%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| Class A | C000160029 | BRSDX | |
| Class B | C000160030 | BRSBX | |
| Class C | C000160031 | BRSHX | |
| Class I | C000160032 | BRSJX | |
| Class R1 | C000160033 | BRSPX | |
| Class R2 | C000160034 | BRSSX | |
| Class R3 | C000160035 | BRSTX | |
| Class R4 | C000160036 | BRSUX | |
| Class R6 | C000160037 | BRSYX |
Holdings
From latest NPORT-P, filed July 25th, 2024 for period ending May 31st, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| A-Mark Precious Metals Inc | Long | Equity-common | US | $1M | 29K | 0.33 |
| Aaron's Co Inc/The | Long | Equity-common | US | $217K | 26K | 0.06 |
| ACADIA Pharmaceuticals Inc | Long | Equity-common | US | $760K | 50K | 0.22 |
| ACI Worldwide Inc | Long | Equity-common | US | $872K | 24K | 0.26 |
| Adaptive Biotechnologies Corp | Long | Equity-common | US | $1M | 357K | 0.36 |
| ADTRAN Holdings Inc | Long | Equity-common | US | $319K | 57K | 0.09 |
| Advanced Energy Industries Inc | Long | Equity-common | US | $4M | 40K | 1.25 |
| Alector Inc | Long | Equity-common | US | $447K | 91K | 0.13 |
| Alkermes PLC | Long | Equity-common | IE | $1M | 44K | 0.30 |
| Alpha & Omega Semiconductor Ltd | Long | Equity-common | BM | $1M | 51K | 0.44 |
| Amalgamated Financial Corp | Long | Equity-common | US | $2M | 73K | 0.54 |
| Amicus Therapeutics Inc | Long | Equity-common | US | $1M | 104K | 0.30 |
| Amneal Pharmaceuticals Inc | Long | Equity-common | US | $1M | 185K | 0.36 |
| Andersons Inc/The | Long | Equity-common | US | $166K | 3K | 0.05 |
| Anika Therapeutics Inc | Long | Equity-common | US | $985K | 38K | 0.29 |
| API Group Corp | Long | Equity-common | US | $5M | 139K | 1.46 |
| Arcturus Therapeutics Holdings Inc | Long | Equity-common | US | $1M | 34K | 0.39 |
| Arcus Biosciences Inc | Long | Equity-common | US | $706K | 47K | 0.21 |
| Armstrong World Industries Inc | Long | Equity-common | US | $4M | 36K | 1.22 |
| Atlanticus Holdings Corp | Long | Equity-common | US | $153K | 6K | 0.05 |
| Avient Corp | Long | Equity-common | US | $3M | 68K | 0.89 |
| Axcelis Technologies Inc | Long | Equity-common | US | $4M | 37K | 1.21 |
| AZEK Co Inc/The | Long | Equity-common | US | $4M | 93K | 1.32 |
| Banc of California Inc | Long | Equity-common | US | $3M | 204K | 0.83 |
| Bank of NT Butterfield & Son Ltd/The | Long | Equity-common | BM | $2M | 58K | 0.58 |
| Beam Therapeutics Inc | Long | Equity-common | US | $1M | 48K | 0.33 |
| Bel Fuse Inc | Long | Equity-common | US | $196K | 3K | 0.06 |
| BellRing Brands Inc | Long | Equity-common | US | $820K | 14K | 0.24 |
| Berry Corp | Long | Equity-common | US | $1M | 214K | 0.44 |
| BlueLinx Holdings Inc | Long | Equity-common | US | $2M | 23K | 0.69 |
| Boise Cascade Co | Long | Equity-common | US | $703K | 5K | 0.21 |
| Bread Financial Holdings Inc | Long | Equity-common | US | $926K | 22K | 0.27 |
| Brixmor Property Group Inc | Long | Equity-common | US | $1M | 54K | 0.35 |
| Broadstone Net Lease Inc | Long | Equity-common | US | $2M | 147K | 0.66 |
| Brunswick Corp/DE | Long | Equity-common | US | $2M | 21K | 0.50 |
| Builders FirstSource Inc | Long | Equity-common | US | $2M | 15K | 0.70 |
| Cable One Inc | Long | Equity-common | US | $456K | 1K | 0.13 |
| CACI International Inc | Long | Equity-common | US | $4M | 9K | 1.11 |
| Cal-Maine Foods Inc | Long | Equity-common | US | $687K | 11K | 0.20 |
| Cardlytics Inc | Long | Equity-common | US | $568K | 65K | 0.17 |
| Cargurus Inc | Long | Equity-common | US | $2M | 95K | 0.68 |
| Carvana Co | Long | Equity-common | US | $3M | 27K | 0.80 |
| Catalyst Pharmaceuticals Inc | Long | Equity-common | US | $1M | 64K | 0.30 |
| Cathay General Bancorp | Long | Equity-common | US | $4M | 103K | 1.12 |
| Chemours Co/The | Long | Equity-common | US | $3M | 133K | 0.97 |
| Clear Secure Inc | Long | Equity-common | US | $2M | 105K | 0.52 |
| Coherus Biosciences Inc | Long | Equity-common | US | $149K | 82K | 0.04 |
| Columbia Banking System Inc | Long | Equity-common | US | $3M | 168K | 0.95 |
| Comerica Inc | Long | Equity-common | US | $911K | 18K | 0.27 |
| CONSOL Energy Inc | Long | Equity-common | US | $2M | 21K | 0.63 |
| Corsair Gaming Inc | Long | Equity-common | US | $2M | 144K | 0.49 |
| Cushman & Wakefield PLC | Long | Equity-common | GB | $4M | 332K | 1.08 |
| Customers Bancorp Inc | Long | Equity-common | US | $566K | 12K | 0.17 |
| CVR Energy Inc | Long | Equity-common | US | $1M | 53K | 0.44 |
| DMC Global Inc | Long | Equity-common | US | $373K | 29K | 0.11 |
| Douglas Emmett Inc | Long | Equity-common | US | $2M | 158K | 0.65 |
| Dun & Bradstreet Holdings Inc | Long | Equity-common | US | $1M | 139K | 0.39 |
| East West Bancorp Inc | Long | Equity-common | US | $3M | 43K | 0.93 |
| Elastic NV | Long | Equity-common | NL | $4M | 35K | 1.07 |
| Element Solutions Inc | Long | Equity-common | US | $5M | 191K | 1.35 |
| elf Beauty Inc | Long | Equity-common | US | $5M | 28K | 1.55 |
| Empire State Realty Trust Inc | Long | Equity-common | US | $3M | 362K | 1.01 |
| Encompass Health Corp | Long | Equity-common | US | $5M | 61K | 1.54 |
| Enova International Inc | Long | Equity-common | US | $182K | 3K | 0.05 |
| Envista Holdings Corp | Long | Equity-common | US | $3M | 138K | 0.79 |
| Equity Bancshares Inc | Long | Equity-common | US | $1M | 33K | 0.33 |
| EverQuote Inc | Long | Equity-common | US | $2M | 83K | 0.58 |
| Exelixis Inc | Long | Equity-common | US | $901K | 42K | 0.27 |
| Fate Therapeutics Inc | Long | Equity-common | US | $495K | 135K | 0.15 |
| Five9 Inc | Long | Equity-common | US | $2M | 35K | 0.48 |
| Flowserve Corp | Long | Equity-common | US | $4M | 75K | 1.09 |
| Fox Factory Holding Corp | Long | Equity-common | US | $613K | 13K | 0.18 |
| Funko Inc | Long | Equity-common | US | $2M | 221K | 0.59 |
| G-III Apparel Group Ltd | Long | Equity-common | US | $634K | 21K | 0.19 |
| GMS Inc | Long | Equity-common | US | $4M | 44K | 1.21 |
| Grand Canyon Education Inc | Long | Equity-common | US | $6M | 39K | 1.65 |
| Hanover Insurance Group Inc/The | Long | Equity-common | US | $3M | 21K | 0.81 |
| Health Catalyst Inc | Long | Equity-common | US | $2M | 235K | 0.46 |
| HealthEquity Inc | Long | Equity-common | US | $424K | 5K | 0.12 |
| Helmerich & Payne Inc | Long | Equity-common | US | $2M | 61K | 0.68 |
| Herbalife Ltd | Long | Equity-common | KY | $346K | 34K | 0.10 |
| Highwoods Properties Inc | Long | Equity-common | US | $1M | 45K | 0.34 |
| Hope Bancorp Inc | Long | Equity-common | US | $463K | 44K | 0.14 |
| Insperity Inc | Long | Equity-common | US | $497K | 5K | 0.15 |
| International Game Technology PLC | Long | Equity-common | GB | $3M | 141K | 0.82 |
| Ionis Pharmaceuticals Inc | Long | Equity-common | US | $175K | 5K | 0.05 |
| Ironwood Pharmaceuticals Inc | Long | Equity-common | US | $517K | 82K | 0.15 |
| Jackson Financial Inc | Long | Equity-common | US | $4M | 51K | 1.13 |
| JELD-WEN Holding Inc | Long | Equity-common | US | $2M | 112K | 0.51 |
| JP Morgan US Government Money Market Fund | Long | Short-term investment vehicle | US | $148K | 148K | 0.04 |
| Kearny Financial Corp/MD | Long | Equity-common | US | $811K | 143K | 0.24 |
| Kemper Corp | Long | Equity-common | US | $573K | 10K | 0.17 |
| Kiniksa Pharmaceuticals Ltd | Long | Equity-common | BM | $1M | 63K | 0.35 |
| Kodiak Sciences Inc | Long | Equity-common | US | $123K | 39K | 0.04 |
| Kymera Therapeutics Inc | Long | Equity-common | US | $1M | 32K | 0.30 |
| Loar Holdings Inc | Long | Equity-common | US | $168K | 3K | 0.05 |
| Lyell Immunopharma Inc | Long | Equity-common | US | $1M | 465K | 0.38 |
| M/I Homes Inc | Long | Equity-common | US | $217K | 2K | 0.06 |
| MacroGenics Inc | Long | Equity-common | US | $137K | 34K | 0.04 |
| Medifast Inc | Long | Equity-common | US | $94K | 4K | 0.03 |
| Methode Electronics Inc | Long | Equity-common | US | $1M | 125K | 0.43 |
| MFS Institutional Money Market Portfolio | Long | Short-term investment vehicle | US | $2M | 2M | 0.70 |
| MiMedx Group Inc | Long | Equity-common | US | $1M | 147K | 0.31 |
| Myriad Genetics Inc | Long | Equity-common | US | $163K | 7K | 0.05 |
| National Fuel Gas Co | Long | Equity-common | US | $969K | 17K | 0.28 |
| Navient Corp | Long | Equity-common | US | $1M | 98K | 0.44 |
| Neurocrine Biosciences Inc | Long | Equity-common | US | $968K | 7K | 0.28 |
| Newell Brands Inc | Long | Equity-common | US | $4M | 518K | 1.18 |
| NOV Inc | Long | Equity-common | US | $4M | 196K | 1.09 |
| Nurix Therapeutics Inc | Long | Equity-common | US | $1M | 94K | 0.44 |
| Nutanix Inc | Long | Equity-common | US | $3M | 50K | 0.82 |
| OFG Bancorp | Long | Equity-common | PR | $1M | 28K | 0.30 |
| Oil States International Inc | Long | Equity-common | US | $84K | 19K | 0.02 |
| Olympic Steel Inc | Long | Equity-common | US | $2M | 32K | 0.50 |
| OraSure Technologies Inc | Long | Equity-common | US | $1M | 303K | 0.42 |
| Organogenesis Holdings Inc | Long | Equity-common | US | $597K | 217K | 0.18 |
| Organon & Co | Long | Equity-common | US | $5M | 238K | 1.49 |
| Pacific Premier Bancorp Inc | Long | Equity-common | US | $2M | 68K | 0.44 |
| PagerDuty Inc | Long | Equity-common | US | $484K | 25K | 0.14 |
| Par Pacific Holdings Inc | Long | Equity-common | US | $2M | 72K | 0.57 |
| Patrick Industries Inc | Long | Equity-common | US | $570K | 5K | 0.17 |
| Permian Resources Corp | Long | Equity-common | US | $3M | 191K | 0.92 |
| Photronics Inc | Long | Equity-common | US | $2M | 71K | 0.57 |
| Piedmont Office Realty Trust Inc | Long | Equity-common | US | $4M | 584K | 1.25 |
| Playtika Holding Corp | Long | Equity-common | US | $1M | 131K | 0.34 |
| Plexus Corp | Long | Equity-common | US | $4M | 38K | 1.22 |
| Popular Inc | Long | Equity-common | PR | $4M | 49K | 1.29 |
| Portland General Electric Co | Long | Equity-common | US | $2M | 37K | 0.49 |
| Prestige Consumer Healthcare Inc | Long | Equity-common | US | $5M | 76K | 1.44 |
| PROG Holdings Inc | Long | Equity-common | US | $2M | 55K | 0.61 |
| PVH Corp | Long | Equity-common | US | $2M | 15K | 0.51 |
| QuidelOrtho Corp | Long | Equity-common | US | $2M | 46K | 0.60 |
| Rapid7 Inc | Long | Equity-common | US | $3M | 78K | 0.83 |
| REV Group Inc | Long | Equity-common | US | $4M | 149K | 1.20 |
| Rimini Street Inc | Long | Equity-common | US | $623K | 243K | 0.18 |
| Ryerson Holding Corp | Long | Equity-common | US | $1M | 61K | 0.42 |
| Sabre Corp | Long | Equity-common | US | $2M | 554K | 0.51 |
| Saia Inc | Long | Equity-common | US | $3M | 7K | 0.90 |
| Sana Biotechnology Inc | Long | Equity-common | US | $990K | 132K | 0.29 |
| Sangamo Therapeutics Inc | Long | Equity-common | US | $90K | 160K | 0.03 |
| Sanmina Corp | Long | Equity-common | US | $2M | 35K | 0.71 |
| Select Water Solutions Inc | Long | Equity-common | US | $1M | 108K | 0.35 |
| Silicon Laboratories Inc | Long | Equity-common | US | $4M | 28K | 1.05 |
| Skechers USA Inc | Long | Equity-common | US | $6M | 90K | 1.88 |
| SLM Corp | Long | Equity-common | US | $5M | 216K | 1.36 |
| Sotera Health Co | Long | Equity-common | US | $178K | 16K | 0.05 |
| Squarespace Inc | Long | Equity-common | US | $399K | 9K | 0.12 |
| STAG Industrial Inc | Long | Equity-common | US | $3M | 73K | 0.75 |
| Summit Materials Inc | Long | Equity-common | US | $2M | 62K | 0.70 |
| Tanger Inc | Long | Equity-common | US | $3M | 108K | 0.88 |
| TaskUS Inc | Long | Equity-common | US | $5M | 347K | 1.46 |
| Teekay Tankers Ltd | Long | Equity-common | MH | $4M | 56K | 1.19 |
| Teladoc Health Inc | Long | Equity-common | US | $580K | 52K | 0.17 |
| Timken Co/The | Long | Equity-common | US | $4M | 50K | 1.28 |
| Titan International Inc | Long | Equity-common | US | $220K | 27K | 0.06 |
| TriNet Group Inc | Long | Equity-common | US | $4M | 42K | 1.28 |
| Tronox Holdings PLC | Long | Equity-common | GB | $1M | 64K | 0.37 |
| Twist Bioscience Corp | Long | Equity-common | US | $313K | 7K | 0.09 |
| UGI Corp | Long | Equity-common | US | $2M | 82K | 0.61 |
| UL Solutions Inc | Long | Equity-common | US | $971K | 25K | 0.29 |
| Ultragenyx Pharmaceutical Inc | Long | Equity-common | US | $727K | 18K | 0.21 |
| United Community Banks Inc/GA | Long | Equity-common | US | $820K | 32K | 0.24 |
| Urban Outfitters Inc | Long | Equity-common | US | $3M | 80K | 0.98 |
| Vanda Pharmaceuticals Inc | Long | Equity-common | US | $581K | 114K | 0.17 |
| Veradigm Inc | Long | Equity-common | US | $3M | 339K | 0.95 |
| Verint Systems Inc | Long | Equity-common | US | $5M | 163K | 1.42 |
| Victoria's Secret & Co | Long | Equity-common | US | $125K | 5K | 0.04 |
| Visteon Corp | Long | Equity-common | US | $2M | 21K | 0.69 |
| Voya Financial Inc | Long | Equity-common | US | $4M | 58K | 1.30 |
| Voyager Therapeutics Inc | Long | Equity-common | US | $971K | 116K | 0.29 |
| Wintrust Financial Corp | Long | Equity-common | US | $4M | 45K | 1.30 |
| WK Kellogg Co | Long | Equity-common | US | $221K | 12K | 0.06 |
| World Kinect Corp | Long | Equity-common | US | $2M | 69K | 0.53 |
| Y-mAbs Therapeutics Inc | Long | Equity-common | US | $801K | 66K | 0.24 |
| Yelp Inc | Long | Equity-common | US | $2M | 59K | 0.64 |
| Yext Inc | Long | Equity-common | US | $1M | 241K | 0.36 |
| Zimvie Inc | Long | Equity-common | US | $1M | 83K | 0.40 |
| ZipRecruiter Inc | Long | Equity-common | US | $1M | 124K | 0.37 |
| Zymeworks Inc | Long | Equity-common | US | $558K | 66K | 0.16 |
Address
MFS SERIES TRUST X
111 HUNTINGTON AVENUE
BOSTON
Massachusetts
02199
United States of America
Websites
Directors
Laurie J. Thomsen
Peter D. Jones
John P. Kavanaugh
Michael W. Roberge
Maryanne L. Roepke
Clarence Otis, Jr.
Maureen R. Goldfarb
James W. Kilman, Jr.
Steven E. Buller
John A. Caroselli
Transfer Agents
MFS Service Center, Inc.
Pricing Services
S&P Global
London Stock Exchange Group PLC
ICE Data Pricing & Reference Data, LLC
Custodians
JPMorgan Chase Bank, National Association
J.P. Morgan SE (Paris, Paris, FR, Branch)
EUROCLEAR
Royal Bank of Canada
JPMorgan Chase Bank, National Association (Central and Western District, Hong Kong Island, HK, Branch)
Skandinaviska Enskilda Banken AB (Malmo, Skane, SE, Branch)
UBS Switzerland AG
JPMorgan Chase Bank, National Association (Sydney, NSW, AU, Branch)
J.P. Morgan SE
DBS Bank Ltd
CACEIS Bank Spain, S.A.U.
J.P. Morgan SE (Amsterdam, Noord Holland, NL, Branch)
JPMorgan Chase Bank, National Association (London, GB, Branch)
Standard Chartered Bank Korea Limited
BNP Paribas (Lisbon, Lisboa, PT, Branch)
BNP Paribas (Milan, Milano, IT, Branch)
Deutsche Bank AG
Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)
Mizuho Bank, Ltd.
Shareholder Servicing Agents
MFS Service Center, Inc.
Admins
Massachusetts Financial Services Company
Brokers
J.P. Morgan Securities LLC
Jefferies LLC
UBS Securities LLC
Virtu Americas LLC
Merrill Lynch, Pierce, Fenner & Smith Inc.
Morgan Stanley & Co. LLC
Barclays Capital, Inc.
Goldman Sachs & Co. LLC
BNP Paribas Securities Corp.
Citigroup Global Markets Inc.