BRUEX Mutual Fund
BRUEX Mutual Fund
BRUEX Mutual Fund
MFS Blended Research Value Equity Fund Class B
BRUEX Mutual Fund Overview
BRUEX Mutual Fund (MFS Blended Research Value Equity Fund Class B) is managed by MFS Investment Management with $209,822.01 in net assets. BRUEX expense ratio is 1.39%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUEX performance shows a YTD return of 23.80%. The 1-year return is 28.26% and the 5-year return is 11.76%. BRUEX dividend yield stands at 8.86%, paid annually.
BRUEX top holdings include Apple, Inc (5.7%), Amazon.Com Inc (5.5%), Microsoft Corp (3.1%), Johnson & Johnson - Common (3.1%), Citigroup Inc. (1.9%). Go to all BRUEX holdings, BRUEX sectors, or BRUEX dividends.
BRUEX can be compared against other funds. Use BRUEX overlap to find shared positions, or BRUEX vs another fund for a side-by-side view. BRUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.