BRUDX Mutual Fund
BRUDX Mutual Fund
BRUDX Mutual Fund
MFS Blended Research Value Equity Fund Class A
BRUDX Mutual Fund Overview
BRUDX Mutual Fund (MFS Blended Research Value Equity Fund Class A) is managed by MFS Investment Management with $58.2M in net assets. BRUDX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUDX performance shows a YTD return of 21.48%. The 1-year return is 29.75% and the 5-year return is 12.59%. BRUDX dividend yield stands at 9.69%, paid annually.
BRUDX top holdings include Apple, Inc (5.0%), Amazon.Com Inc (4.5%), Johnson & Johnson (3.1%), Microsoft Corp 4.100 Feb 06 37 (2.4%), Citigroup Inc. (2.0%). Go to all BRUDX holdings, BRUDX sectors, or BRUDX dividends.
BRUDX can be compared against other funds. Use BRUDX overlap to find shared positions, or BRUDX vs another fund for a side-by-side view. BRUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.