Morningstar

MFS Blended Research Value Equity Fund Class R3 BRULX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.86  /  +0.48 %
  • Total Assets 338.4M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.05%
  • Turnover 48%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRULX

Will BRULX outperform in the 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 BRULX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRULX 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 BRULX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Value Equity R3 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BRULX

More BRULX Holdings
  • 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

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