Mfs Blended Research Fund Quote
| BRUGX Fund | USD 15.86 0.13 0.83% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Mfs Blended is trading at 15.86 as of the 31st of January 2025; that is 0.83 percent increase since the beginning of the trading day. The fund's open price was 15.73. Mfs Blended has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts , and other securities that represent an ownership interest in a company or other issuer. More on Mfs Blended Research
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Value, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Mfs Blended Research [BRUGX] is traded in USA and was established 31st of January 2025. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Value category and is part of MFS family. This fund currently has accumulated 253.88 M in assets under management (AUM) with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 4.79% with the current yeild of 0.01%, while the total return for the last 3 years was 9.29%.
Check Mfs Blended Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Blended Research Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Blended Research Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| GS | Goldman Sachs Group | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| VLO | Valero Energy | Stock | Energy | |
| CMCSA | Comcast Corp | Stock | Communication Services |
Mfs Blended Research Risk Profiles
| Mean Deviation | 0.7069 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.82 | |||
| Risk Adjusted Performance | (0.05) |
Mfs Blended Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Blended financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Blended security.
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