Morningstar

MFS Blended Research Value Equity Fund Class R4 BRUMX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.84  /  −0.21 %
  • Total Assets 336.2M
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.26%
  • Turnover 48%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRUMX

Will BRUMX 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 BRUMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRUMX 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 BRUMX’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 R4 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 BRUMX

More BRUMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.08 10M
Communication Services

Johnson & Johnson

2.85 9M
Healthcare

Amazon.com Inc

2.64 9M
Consumer Cyclical

Micron Technology Inc

2.62 9M
Technology

Caterpillar Inc

2.00 7M
Industrials

Citigroup Inc

1.88 6M
Financial Services

Northern Trust Corp

1.58 5M
Financial Services

Westinghouse Air Brake Technologies Corp

1.50 5M
Industrials

Flex Ltd

1.49 5M
Technology

Aramark

1.49 5M
Industrials

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