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.
- 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.
People Pillar
Parent Pillar
- 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 |