Fund comparison · from official SEC filings
BRUDX vs BRUNX: how much do they overlap?
MFS Blended Research Value Equity Fund and MFS Blended Research Value Equity Fund
vs
BRUDX and BRUNX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BRUDX
BRUNX
G
GOOGLALPHABET INC-CL A
3.09%
3.09%
J
JNJJOHNSON & JOHNSON
2.85%
2.85%
A
AMZNAMAZON.COM INC
2.65%
2.65%
M
MUMICRON TECHNOLOGY INC
2.62%
2.62%
C
CATCATERPILLAR INC
2.01%
2.01%
C
CCITIGROUP INC
1.88%
1.88%
N
NTRSNORTHERN TRUST CORP
1.59%
1.59%
W
WABWABTEC CORP
1.51%
1.51%
F
FLEXFLEX LTD
1.50%
1.50%
A
ARMKARAMARK
1.50%
1.50%
G
GDGENERAL DYNAMICS CORP
1.47%
1.47%
E
EXMOCEXXON MOBIL CORP
1.45%
1.45%
B
BPOPPOPULAR INC
1.45%
1.45%
E
ETNEATON CORP PLC
1.42%
1.42%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.41%
1.41%
C
CBCHUBB LTD
1.39%
1.39%
M
METAMETA PLATFORMS INC-CLASS A
1.38%
1.38%
P
PFEPFIZER INC
1.36%
1.36%
P
PEPPEPSICO INC
1.33%
1.33%
F
FTITECHNIPFMC PLC
1.31%
1.31%
C
CLCOLGATE-PALMOLIVE CO
1.31%
1.31%
E
EOGEOG RESOURCES INC
1.30%
1.30%
W
WFCWELLS FARGO & CO
1.30%
1.30%
G
GILDGILEAD SCIENCES INC
1.29%
1.29%
J
JPMJPMORGAN CHASE & CO
1.28%
1.28%
Only in BRUDX
Nothing exclusive.
Only in BRUNX
Nothing exclusive.
Hold BRUDX and BRUNX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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32% overlap
BRUNX vs FNDBSchwab Fundamental U.S. Broad Market ETF
32% overlap
BRUDX vs VLUState Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
32% overlap
BRUNX vs VLUState Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
32% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.