BRUNX Mutual Fund (MFS Blended Research Value Equity Fund Class R6) is managed by MFS Investment Management with $210.9M in net assets. BRUNX expense ratio is 0.34%, holding 121 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-09-15.

BRUNX performance shows a YTD return of 16.51%. The 1-year return is 26.44% and the 5-year return is 11.91%. BRUNX dividend yield stands at 10.35%, paid annually.

BRUNX 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 BRUNX holdings, sector breakdown, or dividend history.

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