MFS Blended Research Value Equity FundBRUDX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$325.1M
Expense ratio
0.64%
1-year return
+17.5%
3 years, a year
+16.0%
5 years, a year
+12.7%
Holdings
121
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JNJ Johnson & Johnson | 3.33% |
| GOOGL Alphabet Inc | 2.36% |
| CAT Caterpillar Inc | 2.15% |
| AMZN Amazon.com Inc | 2.01% |
| C Citigroup Inc | 1.81% |
| META Meta Platforms Inc | 1.69% |
| JOBY Chubb Ltd | 1.68% |
| WAB Westinghouse Air Brake Technologies Corp | 1.61% |
| BRK-B Berkshire Hathaway Inc | 1.59% |
| PFE Pfizer Inc | 1.58% |
More on BRUDX.
- BRUDX overview
- BRUDX holdings
- BRUDX risk
- BRUDX costs
- BRUDX money in and out
- BRUDX share classes
- Compare BRUDX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.