MFS Blended Research Value Equity Fund Class A
BRUDX
NASDAQ
| Weiss Ratings | BRUDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B+ | |||
| Company Info | BRUDX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRUDX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Value Equity Fund Class A | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRUDX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.29% | |||
| Dividend | BRUDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | BRUDX-NASDAQ | Click to Compare |
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| Cash | 0.90% | |||
| Stock | 99.10% | |||
| U.S. Stock | 95.68% | |||
| Non-U.S. Stock | 3.42% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRUDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.23% | |||
| 30-Day Total Return | 0.57% | |||
| 60-Day Total Return | 2.23% | |||
| 90-Day Total Return | 4.31% | |||
| Year to Date Total Return | 13.20% | |||
| 1-Year Total Return | 10.13% | |||
| 2-Year Total Return | 48.52% | |||
| 3-Year Total Return | 45.17% | |||
| 5-Year Total Return | 107.73% | |||
| Price | BRUDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRUDX-NASDAQ | Click to Compare |
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| Nav | $17.40 | |||
| 1-Month Low NAV | $16.88 | |||
| 1-Month High NAV | $17.53 | |||
| 52-Week Low NAV | $13.98 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.22 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | BRUDX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 14.22 | |||
| Balance Sheet | BRUDX-NASDAQ | Click to Compare |
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| Total Assets | 317.35M | |||
| Operating Ratios | BRUDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 48.00% | |||
| Performance | BRUDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.44% | |||
| Last Bear Market Total Return | -9.87% | |||