BRUNX Mutual Fund

BRUNX Mutual Fund (MFS Blended Research Value Equity Fund Class R6) is managed by MFS Investment Management with $209.6M in net assets. BRUNX expense ratio is 0.34%, holding 121 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.

BRUNX performance shows a YTD return of 21.71%. The 1-year return is 30.19% and the 5-year return is 12.95%. BRUNX dividend yield stands at 9.76%, paid annually.

BRUNX 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 BRUNX holdings, BRUNX sectors, or BRUNX dividends.

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