MFS Blended Research Value Equity FundBRUNX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$325.1M
Expense ratio
0.34%
1-year return
+17.9%
3 years, a year
+16.3%
5 years, a year
+13.1%
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 BRUNX.
- BRUNX overview
- BRUNX holdings
- BRUNX risk
- BRUNX costs
- BRUNX money in and out
- BRUNX share classes
- Compare BRUNX 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.