BRKUX Mutual Fund

BRKUX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class R4) is managed by MFS Investment Management with $161,010.81 in net assets. BRKUX expense ratio is 0.60%, holding 148 positions across sectors including Communication Services, Financials, Materials. Inception date: 2015-09-15.

BRKUX performance shows a YTD return of 24.29%. The 1-year return is 41.32% and the 5-year return is 10.64%. BRKUX dividend yield stands at 1.97%, paid annually.

BRKUX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (13.8%), Samsung Electronics (Equity) (5.2%), Tencent Holdings Ltd Ordinary Shares (4.3%), Sk Hynix Inc Common Stock KRW 5000 (4.2%), Alibaba Group Holding Limited Ordinary Shares (2.5%). Go to all BRKUX holdings, BRKUX sectors, or BRKUX dividends.

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