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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
    0.400%
  • 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.

Summary

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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.

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