Morningstar

MFS Blended Research Value Equity Fund Class R4 BRUMX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.04  /  +0.42 %
  • Total Assets 347.6M
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.23%
  • Turnover 50%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis BRUMX

Will BRUMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRUMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRUMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRUMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Value Equity R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BRUMX

More BRUMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.61 20M
Technology

Amazon.com Inc

5.59 20M
Consumer Cyclical

Microsoft Corp

4.02 14M
Technology

Johnson & Johnson

3.06 11M
Healthcare

Salesforce Inc

1.81 6M
Technology

Citigroup Inc

1.79 6M
Financial Services

Pfizer Inc

1.79 6M
Healthcare

Gilead Sciences Inc

1.72 6M
Healthcare

Northern Trust Corp

1.56 6M
Financial Services

Valero Energy Corp

1.53 5M
Energy

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