BRUMX Mutual Fund (MFS Blended Research Value Equity Fund Class R4) is managed by MFS Investment Management with $170,271.47 in net assets. BRUMX expense ratio is 0.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.

BRUMX performance shows a YTD return of 20.90%. The 1-year return is 26.40% and the 5-year return is 11.83%. BRUMX dividend yield stands at 10.30%, paid annually.

BRUMX 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 BRUMX holdings, sector breakdown, or dividend history.

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