BRUMX Mutual Fund
BRUMX Mutual Fund
BRUMX Mutual Fund
MFS Blended Research Value Equity Fund Class R4
BRUMX Mutual Fund Overview
BRUMX Mutual Fund (MFS Blended Research Value Equity Fund Class R4) is managed by MFS Investment Management with $175,572.96 in net assets. BRUMX expense ratio is 0.39%, holding 131 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-15.
BRUMX performance shows a YTD return of 19.51%. The 1-year return is 23.00% and the 5-year return is 12.46%. BRUMX dividend yield stands at 1.34%.
BRUMX 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 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.