BRUJX Mutual Fund
BRUJX Mutual Fund
BRUJX Mutual Fund
MFS Blended Research Value Equity Fund Class R1
BRUJX Mutual Fund Overview
BRUJX Mutual Fund (MFS Blended Research Value Equity Fund Class R1) is managed by MFS Investment Management with $160,846.66 in net assets. BRUJX expense ratio is 1.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.
BRUJX performance shows a YTD return of 16.39%. The 1-year return is 26.04% and the 5-year return is 11.55%. BRUJX dividend yield stands at 10.20%, paid annually.
BRUJX 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 BRUJX holdings, BRUJX sectors, or BRUJX dividends.
BRUJX can be compared against other funds. Use BRUJX overlap to find shared positions, or BRUJX vs another fund for a side-by-side view. BRUJX alternatives are available via the screener, along with tax-loss harvesting opportunities.