BRUGX Mutual Fund
BRUGX Mutual Fund
BRUGX Mutual Fund
MFS Blended Research Value Equity Fund Class C
BRUGX Mutual Fund Overview
BRUGX Mutual Fund (MFS Blended Research Value Equity Fund Class C) is managed by MFS Investment Management with $2.1M in net assets. BRUGX expense ratio is 1.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.
BRUGX performance shows a YTD return of 20.89%. The 1-year return is 28.79% and the 5-year return is 11.20%. BRUGX dividend yield stands at 9.25%, paid annually.
BRUGX 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 BRUGX holdings, BRUGX sectors, or BRUGX dividends.
BRUGX can be compared against other funds. Use BRUGX overlap to find shared positions, or BRUGX vs another fund for a side-by-side view. BRUGX alternatives are available via the screener, along with tax-loss harvesting opportunities.