BRUHX Mutual Fund

BRUHX Mutual Fund (MFS Blended Research Value Equity Fund Class I) is managed by MFS Investment Management with $71.7M in net assets. BRUHX expense ratio is 0.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.

BRUHX performance shows a YTD return of 16.51%. The 1-year return is 26.30% and the 5-year return is 11.77%. BRUHX dividend yield stands at 10.32%, paid annually.

BRUHX top holdings include JOHNSON AND JOHNSON (3.3%), 'alphabet Inc., Class 'a'' (2.4%), Caterpillar, Inc. (2.1%), Amazon.Com Inc (2.0%), Citibank N.A. (1.8%). Go to all BRUHX holdings, BRUHX sectors, or BRUHX dividends.

BRUHX can be compared against other funds. Use BRUHX overlap to find shared positions, or BRUHX vs another fund for a side-by-side view. BRUHX alternatives are available via the screener, along with tax-loss harvesting opportunities.