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 $2.3M in net assets. BRUGX expense ratio is 1.39%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUGX performance shows a YTD return of 23.80%. The 1-year return is 28.31% and the 5-year return is 11.81%. BRUGX dividend yield stands at 9.03%, paid annually.
BRUGX 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 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.