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MFS Blended Research Value Equity R3 (BRULX)
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16.12 - YTD Return 6.43%
- 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 1.14%
- 5y Average Return --
- Holdings Turnover 51.00%
- Last Dividend 0.19
- 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: BRULX
Trailing returns as of 5/31/2024. Category is Large Value.
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BRUMX MFS Blended Research Value Equity R4
16.42
+1.42%
BRUNX MFS Blended Research Value Equity R6
16.44
+1.42%
BRUKX MFS Blended Research Value Equity R2
16.33
+1.43%
BRUJX MFS Blended Research Value Equity R1
16.28
+1.50%
BRWUX MFS Blended Research Growth Eq R4
22.60
+0.09%
BRWRX MFS Blended Research Growth Eq R1
21.37
+0.09%
BRWSX MFS Blended Research Growth Eq R2
22.30
+0.09%
BRWBX MFS Blended Research Growth Eq B
21.37
+0.09%
BRUEX MFS Blended Research Value Equity B
16.30
+1.43%
BRWVX MFS Blended Research Growth Eq R6
22.62
+0.09%
BRWTX MFS Blended Research Growth Eq R3
22.47
+0.13%
BRUGX MFS Blended Research Value Equity C
16.16
+1.44%
BRSTX MFS Blended Research Small Cap Eq R3
15.18
+1.20%
BRSPX MFS Blended Research Small Cap Eq R1
14.47
+1.19%
BRSBX MFS Blended Research Small Cap Eq B
14.47
+1.19%
BRWCX MFS Blended Research Growth Eq C
21.34
+0.09%
Holdings: BRULX
Top 10 Holdings (21.24% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBRULX
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: BRULX
Research Reports: BRULX
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