BRUDX : MFS Blended Research Value Equity Fund Class A

BRUDX is a US Stocks Market Large Value with MODERATE fees.

BRUDX

MFS Blended Research Value Equity Fund Class A

FI Score

45 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

45% FI Score
  • brudx
  • Mutual Fund
  • US Stocks
  • Large Value

MFS Blended Research Value Equity Fund Class A

Expenses: 0.74% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in companies of any size, it primarily invests in companies with large capitalizations. The fund may invest the fund's assets in foreign securities.

Largest Holdings

Amount Holding
4.01% Johnson & Johnson
3.01% Intel Corp
2.85% Bank of America Corp
2.36% Medtronic PLC
2.10% Philip Morris International Inc
2.05% Citigroup Inc
2.05% Verizon Communications Inc
1.90% Procter & Gamble Co
1.84% Berkshire Hathaway Inc Class B
1.76% Eaton Corp PLC
1.75% Charter Communications Inc A
1.74% Walmart Inc
1.70% Target Corp
1.69% JPMorgan Chase & Co
1.66% Morgan Stanley
1.65% Comcast Corp Class A
1.51% Exelon Corp
1.51% PNC Financial Services Group Inc
1.48% Microsoft Corp
1.46% Eli Lilly and Co
1.37% Honeywell International Inc
1.35% Valero Energy Corp
1.35% HCA Healthcare Inc
1.32% Biogen Inc
1.31% Merck & Co Inc

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