MFS Blended Research Value Equity Fund (BRUHX)
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities.
Fund Info
US5527461827
552746182
Sep 15, 2015
$0
Large-Cap
Value
Expense Ratio
BRUHX features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Blended Research Value Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Blended Research Value Equity Fund had a return of 5.00% year-to-date (YTD) and 4.99% in the last 12 months.
BRUHX
5.00%
1.46%
-3.32%
4.99%
4.46%
N/A
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of BRUHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.00% | 5.00% | |||||||||||
| 2024 | 1.20% | 3.77% | 5.48% | -3.80% | 2.95% | -0.98% | 4.00% | 1.66% | 0.47% | -0.23% | 5.11% | -14.54% | 3.41% |
| 2023 | 5.40% | -3.16% | -1.52% | 1.54% | -3.33% | 6.59% | 3.72% | -2.71% | -3.06% | -2.44% | 7.51% | 3.92% | 12.14% |
| 2022 | -1.77% | -1.40% | 2.43% | -4.62% | 3.25% | -8.37% | 5.85% | -2.00% | -8.03% | 12.11% | 5.13% | -11.00% | -10.42% |
| 2021 | -1.09% | 6.42% | 6.38% | 4.37% | 2.25% | -0.55% | 0.86% | 2.13% | -4.05% | 5.16% | -4.02% | -4.45% | 13.26% |
| 2020 | -2.62% | -9.95% | -17.11% | 11.62% | 3.59% | -0.87% | 3.50% | 4.56% | -2.83% | -2.24% | 13.77% | 4.34% | 1.68% |
| 2019 | 8.88% | 2.58% | 0.08% | 2.84% | -6.91% | 6.43% | 0.62% | -3.08% | 3.97% | 1.91% | 2.62% | 2.43% | 23.72% |
| 2018 | 3.68% | -3.63% | -1.77% | 0.63% | 0.31% | -0.62% | 4.05% | 1.42% | 0.37% | -5.67% | 2.96% | -11.98% | -10.83% |
| 2017 | 1.04% | 3.51% | -0.83% | -0.67% | -0.17% | 2.19% | 1.40% | -0.41% | 3.83% | 1.33% | 2.40% | -0.23% | 14.09% |
| 2016 | -5.88% | -0.42% | 7.53% | 1.46% | 1.63% | -0.38% | 2.84% | 0.74% | -0.46% | -1.19% | 5.48% | 2.57% | 14.13% |
| 2015 | -2.97% | 6.32% | 1.25% | -2.87% | 1.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRUHX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Blended Research Value Equity Fund (BRUHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Blended Research Value Equity Fund provided a 1.77% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.22 | $0.17 | $0.26 | $0.25 | $0.33 | $0.26 | $0.16 | $0.08 | $0.06 |
Dividend yield | 1.77% | 1.86% | 1.48% | 1.28% | 1.68% | 1.85% | 2.40% | 2.29% | 1.25% | 0.71% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Value Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.33 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2015 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research Value Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research Value Equity Fund was 38.77%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
The current MFS Blended Research Value Equity Fund drawdown is 10.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.77% | Feb 13, 2020 | 27 | Mar 23, 2020 | 197 | Dec 31, 2020 | 224 |
| -23.16% | Nov 9, 2021 | 222 | Sep 27, 2022 | 377 | Mar 28, 2024 | 599 |
| -20.58% | Sep 24, 2018 | 64 | Dec 24, 2018 | 217 | Nov 4, 2019 | 281 |
| -15.5% | Dec 2, 2024 | 14 | Dec 19, 2024 | — | — | — |
| -15.18% | Nov 9, 2015 | 65 | Feb 11, 2016 | 52 | Apr 27, 2016 | 117 |
Volatility
Volatility Chart
The current MFS Blended Research Value Equity Fund volatility is 2.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.