• NAV / 1-Day Return  / 
  • Total Assets
  • Adj. Expense Ratio
  • Expense Ratio
  • Distribution Fee Level
  • Share Class Type
  • Category
  • Investment Style
  • Min. Initial Investment
  • Status
  • TTM Yield
  • Turnover

Morningstar’s Analysis BRUEX

Will BRUEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Value Equity B holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings BRUEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.98 17M
Technology

Amazon.com Inc

4.46 15M
Consumer Cyclical

Johnson & Johnson

3.13 11M
Healthcare

Microsoft Corp

2.41 8M
Technology

Citigroup Inc

2.04 7M
Financial Services

Pfizer Inc

1.62 6M
Healthcare

Northern Trust Corp

1.57 5M
Financial Services

Aramark

1.55 5M
Industrials

Popular Inc

1.50 5M
Financial Services

Chubb Ltd

1.48 5M
Financial Services

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