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MFS Blended Research Value Equity Fund Class R4
BRUMX · NMFQS15.42
15.42
USD0.110.72%Sector weight
Sector
Equity %
Category Average
Financial Services
19.71%
19.85%
Healthcare
15.88%
14.77%
Industrials
12.94%
11.75%
Technology
11.76%
12.85%
Consumer Defensive
8.76%
8.44%
Energy
7.61%
7.49%
Consumer Cyclical
5.22%
7.12%
Utilities
5.01%
5.39%
Government
5.01%
4.75%
Municipal
5.01%
0.00%
Corporate
5.01%
11.64%
Securitized
5.01%
4.23%
Cash and Equivalents
5.01%
77.00%
Derivative
5.01%
2.38%
Real Estate
4.97%
3.23%
Communication Services
4.33%
5.68%
Basic Materials
3.79%
3.42%
World Regions
Region
Equity %
Category Average
North America
99.01%
95.17%
Europe Developed
0.76%
2.38%
United Kingdom
0.12%
1.56%
Asia Developed
0.08%
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
78.98K USD
144.53K USD
192K USD
Large
54.86%
27.30%
48.27%
Medium
22.14%
31.91%
20.83%
Giant
14.28%
33.12%
30.49%
Small
8.28%
4.87%
0.41%
Micro
0.00%
0.00%
0.00%
Valuation and Growth
Growth Rates
BRUMX.US
Category Average
Price/Prospective Earnings
15.08%
16.02%
Price/Cash Flow
11.46%
11.21%
Price/Book
2.43%
2.45%
Dividend Yield
2.31%
2.39%
Price/Sales
1.52%
1.48%
Valuation Rates
BRUMX.US
Category Average
Long-Term Earnings
11.02%
8.24%
Sales Growth
7.98%
9.42%
Cash-Flow Growth
7.98%
7.73%
Book-Value Growth
5.53%
4.85%
Historical Earnings
1.39%
4.43%
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