BRUMX Mutual Fund

BRUMX Mutual Fund (MFS Blended Research Value Equity Fund Class R4) is managed by MFS Investment Management with $176,826.68 in net assets. BRUMX expense ratio is 0.39%, holding 121 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.

BRUMX performance shows a YTD return of 21.61%. The 1-year return is 30.08% and the 5-year return is 12.86%. BRUMX dividend yield stands at 9.72%, paid annually.

BRUMX 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 BRUMX holdings, BRUMX sectors, or BRUMX dividends.

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