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Morningstar

MFS Blended Research Value Equity B BRUEX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.01  /  +0.95 %
  • Total Assets 286.6 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield —
  • Turnover 51%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BRUEX

Will BRUEX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRUEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRUEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRUEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in MFS Blended Research Value Equity B's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BRUEX

More BRUEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.60 10.3 Mil
Financial Services

Johnson & Johnson

3.07 8.8 Mil
Healthcare

Wells Fargo & Co

2.32 6.6 Mil
Financial Services

Berkshire Hathaway Inc Class B

2.06 5.9 Mil
Financial Services

The Cigna Group

1.85 5.3 Mil
Healthcare

Salesforce Inc

1.85 5.3 Mil
Technology

Pfizer Inc

1.71 4.9 Mil
Healthcare

Phillips 66

1.71 4.9 Mil
Energy

Applied Materials Inc

1.65 4.7 Mil
Technology

Chubb Ltd

1.61 4.6 Mil
Financial Services