MFS Blended Research Value Equity Fund Class C BRUGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.96  /  −0.37%
  • Fund Size$344.7M
  • Adjusted Expense Ratio1.390%
  • Net Expense Ratio1.420%
  • Fee Level: DistributionLow
  • Share Class TypeLevel Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.39%
  • Turnover Ratio50%

Morningstar’s Analysis BRUGX

Will BRUGX 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 C 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 BRUGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.0721M
Technology

Amazon.com Inc

5.6720M
Consumer Cyclical

Microsoft Corp

4.4715M
Technology

Johnson & Johnson

3.1411M
Healthcare

Pfizer Inc

1.856M
Healthcare

Citigroup Inc

1.826M
Financial Services

Gilead Sciences Inc

1.806M
Healthcare

Valero Energy Corp

1.706M
Energy

Salesforce Inc

1.676M
Technology

The Cigna Group

1.475M
Healthcare

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