MFS Blended Research Value Equity Fund Class A (BRUDX)

Fund Assets	253.88M
Expense Ratio	0.74%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	1.68
Dividend Yield	9.85%
Dividend Growth	235.33%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2024

Previous Close	15.92
YTD Return	4.68%
1-Year Return	7.39%
5-Year Return	80.67%
52-Week Low	13.98
52-Week High	18.22
Beta (5Y)	0.89
Holdings	116
Inception Date	Sep 15, 2015

About BRUDX

BRUDX was founded on 2015-09-15. The Fund's investment strategy focuses on Growth with 0.74% total expense ratio. The minimum amount to invest in MFS Series Trust X: MFS Blended Research Value Equity Fund; Class A Shares is $1,000 on a standard taxable account. MFS Series Trust X: MFS Blended Research Value Equity Fund; Class A Shares seeks capital appreciation. BRUDX normally invests at least 80% of the funds net assets in equity securities. It focuses on investing the funds assets in the stocks of companies it believes are undervalued compared to their perceived worth. It primarily invests in companies with large capitalizations.

• Category: Large Value
• Stock Exchange: NASDAQ
• Ticker Symbol: BRUDX
• Share Class: A
• Index: Russell 1000 Value TR

Performance

BRUDX had a total return of 7.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.55%.

Chart

Bar chart with 6 bars.

The chart has 1 X axis displaying categories.

The chart has 1 Y axis displaying values. Data ranges from 4.21 to 12.559.

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Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FVLCX	Fidelity	Fidelity Advisor Value Leaders Fund - Class C	1.90%
FSLVX	Fidelity	Fidelity Stock Selector Large Cap Value Fund	0.83%
SWLVX	Schwab	Schwab ® U.S. Large-Cap Value Index Fund	0.03%
FVLIX	Fidelity	Fidelity Advisor Value Leaders Fund - Class I	0.90%
FSCZX	Fidelity	Fidelity Advisor Stock Selector Large Cap Value Fund - Class Z	0.72%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BRUNX	R6	0.44%
BRUHX	I	0.49%
BRUMX	R4	0.49%
BRULX	R3	0.74%

Top 10 Holdings

19.71% of assets

Name	Symbol	Weight
Johnson & Johnson	JNJ	2.77%
Berkshire Hathaway Inc.	BRK.B	2.43%
Wells Fargo & Company	WFC	2.34%
T-Mobile US, Inc.	TMUS	1.87%
JPMorgan Chase & Co.	JPM	1.81%
The Cigna Group	CI	1.74%
Amphenol Corporation	APH	1.72%
Chubb Limited	CB	1.70%
Pfizer Inc.	PFE	1.68%
American Express Company	AXP	1.66%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2024	$1.68088	Dec 13, 2024
Dec 14, 2023	$0.50126	Dec 15, 2023
Dec 13, 2022	$1.11664	Dec 14, 2022
Dec 14, 2021	$1.71159	Dec 15, 2021
Dec 15, 2020	$0.22374	Dec 16, 2020
Dec 17, 2019	$0.26311	Dec 17, 2019