BRUKX Mutual Fund
BRUKX Mutual Fund
BRUKX Mutual Fund
MFS Blended Research Value Equity Fund Class R2
BRUKX Mutual Fund Overview
BRUKX Mutual Fund (MFS Blended Research Value Equity Fund Class R2) is managed by MFS Investment Management with $193,420.02 in net assets. BRUKX expense ratio is 0.89%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUKX performance shows a YTD return of 24.22%. The 1-year return is 28.91% and the 5-year return is 21.60%. BRUKX dividend yield stands at 9.39%, paid annually.
BRUKX 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 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.