Mutual Funds - Profile

MFS Blended Research Value Equity Fund

US > Large-Cap > Value

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to identify companies that are undervalued relative to their estimated intrinsic value.

Then the research team blends fundamental and quantitative research to identify investment opportunities.

The team employs fundamental analysis to determine a fundamental rating and quantitative analysis to determine a quantitative rating for an issuer. Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

The portfolio construction is driven by a portfolio optimization More

Price

  • Last Close
  • $16.38
    +0.01
  • 52 Week HL
  • $16.85 - $11.46
  • Net Assets
  • $259.9 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2020

Top 10 Holdings
Mar 25, 2021

Company Holding
MFS Blended
Bank Of
Intel Corp
Medtronic PLC
Alphabet Inc
Company Holding
Citigroup Inc
Eaton Corp
PNC Financial
JPMorgan Chase
Goldman Sachs
Total 0%

Manager

  • Name
  • Jonathan W. Sage
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
18.5 % YTD

  • 3 Year
  • 24.43%
  • 5 Year
  • 64.26%
  • Best
  • 20.76%
    2019
  • Worst
  • -8.41%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BRUHX 19%0%23%-11%11%14%-6%11%29%14%-2%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 12% -27.3% 11.4% -1.8% 3.7% 0.8% - - - - -
Q2 6.1% 14.6% 0.6% 2.4% 1.3% 2.7% -100% - - - -
Q3 -1.2% 5.2% 0.9% 5.8% 4.9% 3.1% -3.5% - - - -
Q4 0.9% 13.9% 4.9% -12.5% 5.3% 6.9% 5% - - - -

Returns +
M

J F M A M J J A S O N D
2021 -1.1% 6.4% 6.4% 4.4% 2.3% -0.6% 0.9% 2.1% -4.1% 0.9% - -
2020 -2.6% -10% -17.1% 11.6% 3.8% -1% 3.5% 4.6% -2.8% -2.2% 13.8% 2.4%

Annual Return

Index Comparison

Alpha

NAV