BRUGX Mutual Fund (MFS Blended Research Value Equity Fund Class C) is managed by MFS Investment Management with $2.0M in net assets. BRUGX expense ratio is 1.39%, holding 121 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-09-15.

BRUGX performance shows a YTD return of 15.89%. The 1-year return is 25.04% and the 5-year return is 10.65%. BRUGX dividend yield stands at 9.56%, paid annually.

BRUGX top holdings include Johnson & Johnson (3.3%), Alphabet Inc Common Stock USD 0.001 (2.4%), Caterpillar Inc (2.1%), Amazon.Com Inc (2.0%), Citigroup Inc. (1.8%). View all BRUGX holdings, sector breakdown, or dividend history.

BRUGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRUGX alternatives are available via the screener, along with tax-loss harvesting opportunities.