MFS Blended Research Value Equity Fund Class R4 BRUMX
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 I | Institutional | Open | $88.56M | 0.390% | Low | $0 | $8.55M | |||
BRUDX | MFS Blended Research Value Equity Fund Class A | Front Load | Open | $64.91M | 0.640% | Low | $1,000 | $20.57M | |||
BRUEX | MFS Blended Research Value Equity Fund Class B | Deferred Load | Closed | $213,122.00 | 1.390% | Low | $1,000 | −$74,125.35 | |||
BRUGX | MFS Blended Research Value Equity Fund Class C | Level Load | Open | $2.65M | 1.390% | Low | $1,000 | $743,682.47 | |||
BRUMX | MFS Blended Research Value Equity Fund Class R4 | Retirement, Large | Open | $175,912.00 | 0.390% | Low | $0 | $1,486.25 | |||
BRUNX | MFS Blended Research Value Equity Fund Class R6 | Retirement, Large | Open | $187.21M | 0.340% | Low | $0 | −$75.58M | |||
BRULX | MFS Blended Research Value Equity Fund Class R3 | Retirement, Medium | Open | $598,598.00 | 0.640% | Low | $0 | $98,524.44 | |||
BRUKX | MFS Blended Research Value Equity Fund Class R2 | Retirement, Medium | Open | $197,617.00 | 0.890% | Low | $0 | −$1,058.96 | |||
BRUJX | MFS Blended Research Value Equity Fund Class R1 | Retirement, Small | Open | $163,910.00 | 1.390% | Above Average | $0 | $1,432.96 |
United States