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BRUHX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Blended Research Value Equity I (BRUHX) Ownership - Who owns MFS Blended Research Value Equity I?

The investment seeks capital appreciation... Show more

Category: #Large Value

Profile

Category
Large Value
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.49
Min. Initial Investment
N/A
Fund Existence
almost 10 years
Turnover
55.00
Front Load
N/A
Net Assets
300728160.00
Manager Tenure
N/A

Fundamentals

BRUHX
Net Assets
301M
Fund Existence
almost 10 years
Turnover
55.00
Total Expense Ratio
0.49
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.60
Assets in Top Ten Holdings
61.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
61.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.40
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
117.00
Number of Net Holdings
117.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
19.72%
Gain YTD
7.561
Annual Yield % from dividends
1.58
Returns for 1 year
3.60
Returns for 3 years
16.71
Returns for 5 years
43.38
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com