BRUJX Mutual Fund
BRUJX Mutual Fund
BRUJX Mutual Fund
MFS Blended Research Value Equity Fund Class R1
BRUJX Mutual Fund Overview
BRUJX Mutual Fund (MFS Blended Research Value Equity Fund Class R1) is managed by MFS Investment Management with $160,513.24 in net assets. BRUJX expense ratio is 1.39%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUJX performance shows a YTD return of 24.47%. The 1-year return is 29.27% and the 5-year return is 12.18%. BRUJX dividend yield stands at 9.63%, paid annually.
BRUJX 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 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.