BRUJX Mutual Fund
BRUJX Mutual Fund
MFS Blended Research Value Equity Fund Class R1
BRUJX Mutual Fund Overview
BRUJX Mutual Fund (MFS Blended Research Value Equity Fund Class R1) is managed by MFS Investment Management with $160,846.66 in net assets. BRUJX expense ratio is 1.39%, holding 121 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-09-15.
BRUJX performance shows a YTD return of 20.28%. The 1-year return is 26.04% and the 5-year return is 11.55%. BRUJX dividend yield stands at 10.20%, paid annually.
BRUJX 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 BRUJX holdings, sector breakdown, or dividend history.
BRUJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRUJX alternatives are available via the screener, along with tax-loss harvesting opportunities.