BRULX Mutual Fund

BRULX Mutual Fund (MFS Blended Research Value Equity Fund Class R3) is managed by MFS Investment Management with $388,622.41 in net assets. BRULX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.

BRULX performance shows a YTD return of 21.43%. The 1-year return is 29.77% and the 5-year return is 12.58%. BRULX dividend yield stands at 9.55%, paid annually.

BRULX top holdings include Apple, Inc (5.0%), Amazon.Com Inc (4.5%), Johnson & Johnson (3.1%), Microsoft Corp 4.100 Feb 06 37 (2.4%), Citigroup Inc. (2.0%). 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.