BRUHX Mutual Fund
BRUHX Mutual Fund
BRUHX Mutual Fund
MFS Blended Research Value Equity Fund Class I
BRUHX Mutual Fund Overview
BRUHX Mutual Fund (MFS Blended Research Value Equity Fund Class I) is managed by MFS Investment Management with $85.6M in net assets. BRUHX expense ratio is 0.39%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUHX performance shows a YTD return of 24.65%. The 1-year return is 29.56% and the 5-year return is 12.94%. BRUHX dividend yield stands at 9.74%, paid annually.
BRUHX 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 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.