Skip to Content

MFS Blended Research Value Equity R6 BRUNX

Quantitative rating as of
  • NAV / 1-Day Return 14.25  /  0.85 %
  • Total Assets 235.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.27%
  • Turnover 49%

Morningstar’s Analysis BRUNX

Will BRUNX outperform in future?

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



MFS Blended Research Value Equity R6’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor