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MFS Blended Research Value Equity Fund Class R1

MFS Blended Research Value Equity Fund Class R1

BRUJX Β· NMFQS
BRUJX Β· NMFQS
15.80
USD-0.02-0.13%
MFS Blended Research Value Equity Fund Class R1
BRUJX
15.80
USD-0.02-0.13%

Sector weight

Sector
Equity %
Category Average
Financial Services
21.84%
20.57%
Healthcare
15.35%
15.26%
Industrials
14.11%
11.38%
Technology
10.96%
12.26%
Consumer Defensive
9.29%
8.71%
Energy
7.00%
7.79%
Real Estate
4.86%
3.33%
Utilities
4.81%
5.11%
Government
4.81%
6.27%
Municipal
4.81%
0.00%
Corporate
4.81%
13.71%
Securitized
4.81%
4.18%
Cash and Equivalents
4.81%
72.49%
Derivative
4.81%
3.36%
Consumer Cyclical
4.50%
6.77%
Communication Services
3.85%
5.66%
Basic Materials
3.43%
3.16%

World Regions

Region
Equity %
Category Average
North America
99.03%
95.26%
Europe Developed
0.77%
2.31%
United Kingdom
0.09%
1.58%
Asia Developed
0.08%
0.44%
Latin America
0.03%
0.05%
Japan
0.00%
0.14%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.17%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.04%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
77.18K USD
134.63K USD
181.64K USD
Large
51.02%
27.39%
46.59%
Medium
26.43%
31.78%
22.33%
Giant
12.68%
32.45%
30.45%
Small
8.13%
5.67%
0.63%
Micro
0.28%
0.05%
0.00%

Valuation and Growth

Growth Rates
BRUJX.US
Category Average
Price/Prospective Earnings
15.99%
15.11%
Price/Cash Flow
10.38%
9.44%
Dividend Yield
2.46%
2.67%
Price/Book
2.41%
2.23%
Price/Sales
1.54%
1.47%
Valuation Rates
BRUJX.US
Category Average
Long-Term Earnings
8.57%
9.44%
Cash-Flow Growth
6.84%
0.62%
Sales Growth
5.94%
6.88%
Book-Value Growth
5.03%
7.49%
Historical Earnings
2.53%
1.94%

FAQs

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