MFS Blended Research Value Equity Fund Class R3
BRULX
NASDAQ
| Weiss Ratings | BRULX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B+ | |||
| Company Info | BRULX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Matthew W. Krummell (11), Jonathan W. Sage (11), John (Jed) E. Stocks (11), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRULX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Value Equity Fund Class R3 | |||
| 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 | BRULX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.00% | |||
| Dividend | BRULX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | BRULX-NASDAQ | Click to Compare |
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| Cash | 1.29% | |||
| Stock | 98.71% | |||
| U.S. Stock | 95.17% | |||
| Non-U.S. Stock | 3.54% | |||
| 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 | BRULX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.30% | |||
| 30-Day Total Return | 3.06% | |||
| 60-Day Total Return | -0.35% | |||
| 90-Day Total Return | 1.24% | |||
| Year to Date Total Return | 24.82% | |||
| 1-Year Total Return | 28.97% | |||
| 2-Year Total Return | 41.19% | |||
| 3-Year Total Return | 78.34% | |||
| 5-Year Total Return | 77.69% | |||
| Price | BRULX-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 | BRULX-NASDAQ | Click to Compare |
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| Nav | $19.51 | |||
| 1-Month Low NAV | $19.01 | |||
| 1-Month High NAV | $19.62 | |||
| 52-Week Low NAV | $15.50 | |||
| 52-Week Low NAV (Date) | Dec 17, 2025 | |||
| 52-Week High NAV | $19.68 | |||
| 52-Week High Price (Date) | Sep 03, 2026 | |||
| Beta / Standard Deviation | BRULX-NASDAQ | Click to Compare |
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| Beta | 0.72 | |||
| Standard Deviation | 11.60 | |||
| Balance Sheet | BRULX-NASDAQ | Click to Compare |
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| Total Assets | 346.57M | |||
| Operating Ratios | BRULX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 50.00% | |||
| Performance | BRULX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.21% | |||
| Last Bear Market Total Return | -9.84% | |||