BRUNX Mutual Fund
BRUNX Mutual Fund
BRUNX Mutual Fund
MFS Blended Research Value Equity Fund Class R6
BRUNX Mutual Fund Overview
BRUNX Mutual Fund (MFS Blended Research Value Equity Fund Class R6) is managed by MFS Investment Management with $197.6M in net assets. BRUNX expense ratio is 0.34%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUNX performance shows a YTD return of 24.70%. The 1-year return is 29.69% and the 5-year return is 13.02%. BRUNX dividend yield stands at 9.76%, paid annually.
BRUNX top holdings include Apple, Inc (5.7%), Amazon.Com Inc (5.5%), Microsoft Corp (3.1%), Johnson & Johnson - Common (3.1%), Citigroup Inc. (1.9%). 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.