BRULX Mutual Fund (MFS Blended Research Value Equity Fund Class R3) is managed by MFS Investment Management with $373,787.34 in net assets. BRULX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-09-15.

BRULX performance shows a YTD return of 20.28%. The 1-year return is 25.99% and the 5-year return is 11.54%. BRULX dividend yield stands at 10.12%, paid annually.

BRULX 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 BRULX holdings, sector breakdown, or dividend history.

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