Nasdaq - Delayed Quote • USD
MFS Blended Research Value Equity R2 (BRUKX)
At close: June 14 at 8:00 PM EDT
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16.11 - YTD Return 9.38%
- Expense Ratio 0.74%
- Category Large Value
- Last Cap Gain 14.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 297.56M
- Beta (5Y Monthly) 0.84
- Yield 0.92%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend 0.15
- 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
297.56M
Net Assets
2015-09-15
Inception Date
Performance Overview: BRUKX
Trailing returns as of 6/14/2024. Category is Large Value.
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BRUNX MFS Blended Research Value Equity R6
16.15
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BRUMX MFS Blended Research Value Equity R4
16.13
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BRULX MFS Blended Research Value Equity R3
16.07
-0.37%
BRUJX MFS Blended Research Value Equity R1
15.99
-0.37%
BRUEX MFS Blended Research Value Equity B
16.01
-0.44%
BRSYX MFS Blended Research Small Cap Eq R6
14.91
-1.45%
BRTNX Bretton Fund
67.22
+0.01%
BRSDX MFS Blended Research Small Cap Eq A
14.72
-1.41%
BRWUX MFS Blended Research Growth Eq R4
23.91
+0.25%
BRWRX MFS Blended Research Growth Eq R1
22.60
+0.27%
BRWVX MFS Blended Research Growth Eq R6
23.93
+0.25%
BRWTX MFS Blended Research Growth Eq R3
23.77
+0.30%
BRWSX MFS Blended Research Growth Eq R2
23.59
+0.25%
BRWBX MFS Blended Research Growth Eq B
22.60
+0.27%
BRUGX MFS Blended Research Value Equity C
15.87
-0.44%
BRSTX MFS Blended Research Small Cap Eq R3
14.73
-1.41%
Holdings: BRUKX
Top 10 Holdings (21.24% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBRUKX
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: BRUKX
Research Reports: BRUKX
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