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Morningstar

MFS Blended Research Value Equity R6 BRUNX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:06 PM GMT+00:00

Morningstar’s Analysis BRUNX

Will BRUNX outperform in 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 BRUNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BRUNX 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 BRUNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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