MFS Blended Research Value Equity I 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.
MFS Blended Research Value Equity Fund Class I BRUHX
- NAV / 1-Day Return 17.76 / +0.17 %
- Total Assets 329.8M
-
Adj. Expense Ratio
0.390%
- Expense Ratio 0.490%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.30%
- Turnover 48%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:45 PM GMT+0
Morningstar’s Analysis BRUHX
Will BRUHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRUHX 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 BRUHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 3.20 | 10M | Communication Services |
Johnson & Johnson | 2.98 | 10M | Healthcare |
Caterpillar Inc | 2.48 | 8M | Industrials |
Amazon.com Inc | 2.45 | 8M | Consumer Cyclical |
Citigroup Inc | 1.96 | 6M | Financial Services |
Micron Technology Inc | 1.76 | 6M | Technology |
Northern Trust Corp | 1.63 | 5M | Financial Services |
Westinghouse Air Brake Technologies Corp | 1.59 | 5M | Industrials |
Exxon Mobil Corp | 1.57 | 5M | Energy |
Eaton Corp PLC | 1.57 | 5M | Industrials |
United States