BRULX Mutual Fund

BRULX Mutual Fund (MFS Blended Research Value Equity Fund Class R3) is managed by MFS Investment Management with $389,988.63 in net assets. BRULX expense ratio is 0.64%, holding 121 positions across sectors including Financials, Industrials, Health Care. 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 12.10%. BRULX dividend yield stands at 9.79%, paid annually.

BRULX 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 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.