BRUDX Mutual Fund (MFS Blended Research Value Equity Fund Class A) is managed by MFS Investment Management with $50.4M in net assets. BRUDX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.

BRUDX performance shows a YTD return of 19.39%. The 1-year return is 26.03% and the 5-year return is 11.50%. BRUDX dividend yield stands at 10.02%, paid annually.

BRUDX 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 BRUDX holdings, sector breakdown, or dividend history.

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