MFS Blended Research Value Equity Fund Class R1
BRUJX · NMFQS15.21
15.21
USD0.140.93%Sector weight
Sector
Equity %
Category Average
Financial Services
20.80%
19.85%
Healthcare
15.24%
14.77%
Industrials
13.20%
11.75%
Technology
11.25%
12.85%
Consumer Defensive
8.82%
8.44%
Energy
7.77%
7.49%
Consumer Cyclical
5.24%
7.12%
Real Estate
4.90%
3.23%
Utilities
4.74%
5.39%
Government
4.74%
4.75%
Municipal
4.74%
0.00%
Corporate
4.74%
11.64%
Securitized
4.74%
4.23%
Cash and Equivalents
4.74%
77.00%
Derivative
4.74%
2.38%
Basic Materials
4.10%
3.42%
Communication Services
3.93%
5.68%
World Regions
Region
Equity %
Category Average
North America
98.99%
95.17%
Europe Developed
0.79%
2.38%
United Kingdom
0.11%
1.56%
Asia Developed
0.07%
0.53%
Latin America
0.04%
0.06%
Japan
0.00%
0.14%
Australasia
0.00%
0.02%
Asia Emerging
0.00%
0.10%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.05%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
83.95K USD
144.53K USD
192.96K USD
Large
53.08%
27.30%
48.26%
Medium
25.64%
31.91%
23.05%
Giant
13.62%
33.12%
28.45%
Small
7.01%
4.87%
0.24%
Micro
0.00%
0.00%
0.00%
Valuation and Growth
Growth Rates
BRUJX.US
Category Average
Price/Prospective Earnings
16.28%
16.02%
Price/Cash Flow
12.12%
11.21%
Price/Book
2.49%
2.45%
Dividend Yield
2.25%
2.39%
Price/Sales
1.66%
1.48%
Valuation Rates
BRUJX.US
Category Average
Long-Term Earnings
9.30%
8.24%
Sales Growth
7.18%
9.42%
Cash-Flow Growth
6.26%
7.73%
Book-Value Growth
5.20%
4.85%
Historical Earnings
0.71%
4.43%
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