MFS Blended Research Value Equity Fund Class B BRUEX Strategy

| Medalist Rating as of | See MFS Investment Hub

Strategy

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, equity interests in real estate investment trusts (REITs), 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 securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
BRUHX
MFS Blended Research Value Equity Fund Class IInstitutionalOpen $85.50M0.390%Low$0$7.24M
BRUDX
MFS Blended Research Value Equity Fund Class AFront LoadOpen $60.47M0.640%Low$1,000$18.08M
BRUEX
MFS Blended Research Value Equity Fund Class BDeferred LoadClosed $218,316.001.390%Low$1,000−$74,808.02
BRUGX
MFS Blended Research Value Equity Fund Class CLevel LoadOpen $2.30M1.390%Low$1,000$399,959.72
BRUMX
MFS Blended Research Value Equity Fund Class R4Retirement, LargeOpen $172,556.000.390%Low$0$1,546.10
BRUNX
MFS Blended Research Value Equity Fund Class R6Retirement, LargeOpen $198.24M0.340%Low$0−$61.34M
BRULX
MFS Blended Research Value Equity Fund Class R3Retirement, MediumOpen $378,817.000.640%Low$0$29,420.98
BRUKX
MFS Blended Research Value Equity Fund Class R2Retirement, MediumOpen $193,784.000.890%Low$0−$2,932.73
BRUJX
MFS Blended Research Value Equity Fund Class R1Retirement, SmallOpen $160,821.001.390%Above Average$0$1,405.14

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