BRUKX Mutual Fund

BRUKX Mutual Fund (MFS Blended Research Value Equity Fund Class R2) is managed by MFS Investment Management with $210,663.68 in net assets. BRUKX expense ratio is 0.89%, holding 121 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-09-15.

BRUKX performance shows a YTD return of 21.27%. The 1-year return is 29.40% and the 5-year return is 11.81%. BRUKX dividend yield stands at 9.61%, paid annually.

BRUKX 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 BRUKX holdings, BRUKX sectors, or BRUKX dividends.

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