BRUMX Mutual Fund

NAV$19.54

AUM$172,501.36

TER0.39%

Holdings121

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BRUMX Mutual Fund

NAV$19.54

MFS Blended Research Value Equity Fund Class R4

AUM$172,501.36

TER0.39%

Holdings121

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of BRUMX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

BRUMX Mutual Fund Sector Allocation

BRUMX sector allocation breaks down across Financials (18.3%), Industrials (13.2%), Health Care (11.0%), Information Technology (8.5%), Communication Services (7.2%). Across 121 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

BRUMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

BRUMX geographic allocation shows country exposure. BRUMX overlap calculator reveals how sector exposure compares with other funds.