BRUDX Mutual Fund
BRUDX Mutual Fund
BRUDX Mutual Fund
MFS Blended Research Value Equity Fund Class A
BRUDX Mutual Fund Overview
BRUDX Mutual Fund (MFS Blended Research Value Equity Fund Class A) is managed by MFS Investment Management with $61.9M in net assets. BRUDX expense ratio is 0.64%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUDX performance shows a YTD return of 19.26%. The 1-year return is 22.74% and the 5-year return is 12.66%. BRUDX dividend yield stands at 1.13%.
BRUDX 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 BRUDX holdings, BRUDX sectors, or BRUDX dividends.
BRUDX can be compared against other funds. Use BRUDX overlap to find shared positions, or BRUDX vs another fund for a side-by-side view. BRUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.