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 $64.9M in net assets. BRUDX expense ratio is 0.64%, holding 125 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-09-15.
BRUDX performance shows a YTD return of 23.45%. The 1-year return is 28.16% and the 5-year return is 12.50%. BRUDX dividend yield stands at 1.09%, paid annually.
BRUDX top holdings include Apple Inc (6.1%), Amazon.Com Inc (5.7%), Microsoft Corp (4.5%), Johnson & Johnson - Common (3.1%), Pfizer Inc (1.9%). 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.