BRUKX Mutual Fund (MFS Blended Research Value Equity Fund Class R2) is managed by MFS Investment Management with $204,008.75 in net assets. BRUKX expense ratio is 0.89%, holding 121 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-09-15.

BRUKX performance shows a YTD return of 16.24%. The 1-year return is 25.69% and the 5-year return is 11.28%. BRUKX dividend yield stands at 9.94%, paid annually.

BRUKX 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 BRUKX holdings, sector breakdown, or dividend history.

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