MFS Blended Research Value Equity Fund Class R2
BRUKX
NASDAQ
| Weiss Ratings | BRUKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B+ | |||
| Company Info | BRUKX-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), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRUKX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Value Equity Fund Class R2 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRUKX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.94% | |||
| Dividend | BRUKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.87% | |||
| Asset Allocation | BRUKX-NASDAQ | Click to Compare |
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| Cash | 0.34% | |||
| Stock | 99.65% | |||
| U.S. Stock | 95.67% | |||
| Non-U.S. Stock | 3.98% | |||
| 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 | BRUKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.75% | |||
| 30-Day Total Return | -6.38% | |||
| 60-Day Total Return | -4.84% | |||
| 90-Day Total Return | -0.25% | |||
| Year to Date Total Return | 0.57% | |||
| 1-Year Total Return | 12.77% | |||
| 2-Year Total Return | 17.16% | |||
| 3-Year Total Return | 47.20% | |||
| 5-Year Total Return | 58.25% | |||
| Price | BRUKX-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 | BRUKX-NASDAQ | Click to Compare |
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| Nav | $15.70 | |||
| 1-Month Low NAV | $15.70 | |||
| 1-Month High NAV | $16.78 | |||
| 52-Week Low NAV | $13.80 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.45 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | BRUKX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 11.80 | |||
| Balance Sheet | BRUKX-NASDAQ | Click to Compare |
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| Total Assets | 325.08M | |||
| Operating Ratios | BRUKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.89% | |||
| Turnover Ratio | 48.00% | |||
| Performance | BRUKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.23% | |||
| Last Bear Market Total Return | -9.91% | |||