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 $81.1M in net assets. BRUHX expense ratio is 0.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.
BRUHX performance shows a YTD return of 21.65%. The 1-year return is 30.06% and the 5-year return is 12.32%. BRUHX dividend yield stands at 9.98%, paid annually.
BRUHX 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 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.