About BRULX
MFS Blended Research Value Equity Fund R3 Shares is an open-end mutual fund specializing in U.S. equity investments, managed by Massachusetts Financial Services Company. The fund’s primary objective is capital appreciation, achieved through a blend of fundamental and quantitative research techniques within a disciplined portfolio construction process. It focuses on identifying high-quality companies that are trading at attractive valuations and are poised for long-term growth catalysts. The fund typically invests across diverse sectors, including financials, health care, industrials, consumer staples, information technology, energy, and real estate, among others.
Benchmarked against the Russell 1000 Value Index, MFS Blended Research Value Equity Fund R3 Shares leverages the strengths of its experienced portfolio management team to seek differentiated returns, while maintaining risk controls similar to its benchmark. This strategy aims to add value by blending rigorous fundamental analysis of individual companies with quantitative models that help optimize portfolio characteristics. The R3 share class is generally available to eligible investors, such as those participating in retirement plans. As of May 2025, the fund reported total net assets of approximately $296 million, reflecting its established presence within the large-cap value segment of the U.S. equity market.
Fund Family MFS
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BRULX
Share Class R3
Index Russell 1000 Value TR
BRULX had a total return of 9.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.98%.
