BRUJX Mutual Fund

BRUJX Mutual Fund (MFS Blended Research Value Equity Fund Class R1) is managed by MFS Investment Management with $166,054.94 in net assets. BRUJX expense ratio is 1.39%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.

BRUJX performance shows a YTD return of 21.44%. The 1-year return is 29.69% and the 5-year return is 12.09%. BRUJX dividend yield stands at 9.87%, paid annually.

BRUJX 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 BRUJX holdings, BRUJX sectors, or BRUJX dividends.

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