BRUHX Mutual Fund

BRUHX Mutual Fund (MFS Blended Research Value Equity Fund Class I) is managed by MFS Investment Management with $91.3M in net assets. BRUHX expense ratio is 0.39%, holding 125 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-09-15.

BRUHX performance shows a YTD return of 24.97%. The 1-year return is 28.52% and the 5-year return is 12.78%. BRUHX dividend yield stands at 1.30%, paid annually.

BRUHX 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 BRUHX holdings, BRUHX sectors, or BRUHX dividends.

BRUHX can be compared against other funds. Use BRUHX overlap to find shared positions, or BRUHX vs another fund for a side-by-side view. BRUHX alternatives are available via the screener, along with tax-loss harvesting opportunities.