BRUMX Mutual Fund
BRUMX Mutual Fund
BRUMX Mutual Fund
MFS Blended Research Value Equity Fund Class R4
BRUMX Mutual Fund Overview
BRUMX Mutual Fund (MFS Blended Research Value Equity Fund Class R4) is managed by MFS Investment Management with $178,107.8 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 21.61%. The 1-year return is 30.08% and the 5-year return is 12.37%. BRUMX dividend yield stands at 9.96%, paid annually.
BRUMX top holdings include Johnson & Johnson - Common (3.3%), Alphabet Inc Common Stock USD 0.001 (2.4%), Caterpillar, Inc. (2.1%), Amazon.Com Inc (2.0%), Citigroup Inc. (1.8%). Go to all BRUMX holdings, BRUMX sectors, or BRUMX dividends.
BRUMX can be compared against other funds. Use BRUMX overlap to find shared positions, or BRUMX vs another fund for a side-by-side view. BRUMX alternatives are available via the screener, along with tax-loss harvesting opportunities.