BRULX Mutual Fund
BRULX Mutual Fund
BRULX Mutual Fund
MFS Blended Research Value Equity Fund Class R3
BRULX Mutual Fund Overview
BRULX Mutual Fund (MFS Blended Research Value Equity Fund Class R3) is managed by MFS Investment Management with $378,090.41 in net assets. BRULX expense ratio is 0.64%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRULX performance shows a YTD return of 24.44%. The 1-year return is 29.27% and the 5-year return is 22.19%. BRULX dividend yield stands at 9.55%, paid annually.
BRULX 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 BRULX holdings, BRULX sectors, or BRULX dividends.
BRULX can be compared against other funds. Use BRULX overlap to find shared positions, or BRULX vs another fund for a side-by-side view. BRULX alternatives are available via the screener, along with tax-loss harvesting opportunities.