BRUDX Mutual Fund

BRUDX Mutual Fund (MFS Blended Research Value Equity Fund Class A) is managed by MFS Investment Management with $56.6M in net assets. BRUDX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Industrials, Health Care. 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 12.06%. BRUDX dividend yield stands at 9.69%, paid annually.

BRUDX 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 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.