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MFS Blended Research Value Equity I (BRUHX)
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16.16 - YTD Return 6.56%
- Expense Ratio 0.74%
- Category Large Value
- Last Cap Gain 14.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 286.47M
- Beta (5Y Monthly) 0.84
- Yield 1.37%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend 0.22
- Inception Date Sep 15, 2015
The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities.
MFS
Fund Family
Large Value
Fund Category
286.47M
Net Assets
2015-09-15
Inception Date
Performance Overview: BRUHX
Trailing returns as of 5/31/2024. Category is Large Value.
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14.50
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BRSJX MFS Blended Research Small Cap Eq I
15.31
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MLVHX MFS Low Volatility Equity I
20.08
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MTCIX MFS Technology I
68.60
-0.06%
NDVIX MFS New Discovery Value I
18.05
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BRSDX MFS Blended Research Small Cap Eq A
15.16
+1.20%
MEMIX MFS Emerging Markets Equity I
33.34
-0.42%
MNDIX MFS New Discovery I
29.34
+0.31%
MCVIX MFS Mid Cap Value Fund
33.32
+1.34%
BRWUX MFS Blended Research Growth Eq R4
22.60
+0.09%
BRWRX MFS Blended Research Growth Eq R1
21.37
+0.09%
BRWBX MFS Blended Research Growth Eq B
21.37
+0.09%
BRUMX MFS Blended Research Value Equity R4
16.42
+1.42%
BRULX MFS Blended Research Value Equity R3
16.36
+1.49%
BRUKX MFS Blended Research Value Equity R2
16.33
+1.43%
Holdings: BRUHX
Top 10 Holdings (21.24% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBRUHX
Financial Services 21.55%
Healthcare 14.56%
Industrials 13.28%
Technology 10.24%
Energy 9.21%
Consumer Defensive 8.65%
Communication Services 5.23%
Real Estate 5.09%
Utilities 4.81%
Basic Materials 3.89%
Consumer Cyclical 3.48%
Recent News: BRUHX
Research Reports: BRUHX
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