Renowned global asset manager MFS provides an array of financial products and services to fulfill the needs of its investors, as well as 10,000 investment professionals. Based on assets raised in the country or region, the company managed assets worth more than $605.9 billion as of Dec. 31, 2024.
It has more than 2,000 employees dedicated to addressing its clients’ needs. MFS manages more than 80 portfolios investing in domestic and global stocks as well as in fixed-income securities. It has investment offices in Boston, Hong Kong, Sao Paulo, Singapore, Toronto, London, Mexico City, Sydney and Tokyo. The company was founded in 1924 and is headquartered in Boston, MA.
Below, we share with you three top-ranked MFS mutual funds — MFS Blended Research Value Equity BRUNX, MFS Blended Research Growth Equity BRWRX and MFS Blended Research Mid Cap Equity BMSFX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds.
MFS Blended Research Value Equity invests most of its net assets in equity securities of domestic and foreign companies or issues, preferably with large-market capitalization. BRUHX advisors generally invest in common stocks, real estate investment trusts and other securities that represent an ownership interest.
MFS Blended Research Value Equity has three-year annualized returns of 7.5%. As of August 2024, BRUHX held 111 issues, with 3.7% of its net assets invested in JPMorgan Chase.
MFS Blended Research Growth Equity seeks capital appreciation by investing the majority of its net assets in large-cap equity securities, including common stocks and other securities that represent an ownership interest in a company.
MFS Blended Research Growth Equity has three-year annualized returns of 9.3%. Matthew W. Krummell has been one of the fund managers of BRWRX since September 2015.
MFS Blended Research Mid Cap Equity invests most of its net assets in equity securities of domestic and foreign companies or issues with medium-market capitalization. BMSFX advisors generally invest in common stocks, real estate investment trusts and other securities that represent an ownership interest.
MFS Blended Research Mid Cap Equity has three-year annualized returns of 7%. BMSFX has an expense ratio of 0.84%.
To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds.
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