Expense Ratio History

BRUDX expense ratio history

MFS Blended Research Value Equity Fund

Fund company
MFS
Type
Mutual fund

0.69%

In basis points
69 basis points
Yearly cost per $10,000
$69
Prospectus dated
26 September 2025, filed with the SEC; rounded to 0.01%
Last change
Cut from 0.85% on 26 September 2025

Fee over time

BRUDX expense ratio: 2.48% until 28 Sep 2016, then 5.69%; 5.69% until 28 Sep 2017, then 0.96%; 0.96% until 28 Sep 2018, then 0.92%; 0.92% until 27 Sep 2019, then 0.90%; 0.90% until 28 Sep 2020, then 0.91%; 0.91% until 28 Sep 2021, then 0.86%; 0.86% until 28 Sep 2023, then 0.85%; 0.85% until 26 Sep 2025, then 0.69%; read at 0.69% on 26 Sep 2025.0.00%2.00%4.00%6.00%8.00%Sep 2015Jun 2017Mar 2019Dec 2020Sep 2022Jun 20242.48% before0.69% from 26 Sep 2025
BRUDX expense ratio: 2.48% until 28 Sep 2016, then 5.69%; 5.69% until 28 Sep 2017, then 0.96%; 0.96% until 28 Sep 2018, then 0.92%; 0.92% until 27 Sep 2019, then 0.90%; 0.90% until 28 Sep 2020, then 0.91%; 0.91% until 28 Sep 2021, then 0.86%; 0.86% until 28 Sep 2023, then 0.85%; 0.85% until 26 Sep 2025, then 0.69%; read at 0.69% on 26 Sep 2025.0.00%2.00%4.00%6.00%8.00%Sep 2015Feb 2019Jul 20222.48% before0.69% from 26 Sep 2025
Solid line: the fee in effect after each recorded change. Dashed: the fee before it. Dots: prospectuses filed with the SEC and dates we read the fee from a source.

Share classes

The same fund is sold as 10 share classes, each with its own fee. Figures are from each class's latest prospectus in SEC filings, rounded to 0.01%.

TickerShare classFeeAfter waiversProspectus dated
BRUDX (this page) A 0.69% 0.64% 26 Sep 2025
BRUEX B 1.44% 1.39% 26 Sep 2025
BRUGX C 1.44% 1.39% 26 Sep 2025
BRUHX I 0.44% 0.39% 26 Sep 2025
BRUJX R1 1.44% 1.39% 26 Sep 2025
BRUKX R2 0.94% 0.89% 26 Sep 2025
BRULX R3 0.69% 0.64% 26 Sep 2025
BRUMX R4 0.44% 0.39% 26 Sep 2025
BRUNX R6 0.37% 0.34% 26 Sep 2025
— — 0.90% 0.74% 27 Sep 2019

Every figure we've recorded

DateFeeWhat happened
26 Sep 2025 0.69% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-09-26 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
26 Sep 2025 0.69% Cut from 0.85% to 0.69%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2025-09-25
27 Sep 2024 0.85% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-09-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2023 0.85% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2023 0.85% Cut from 0.86% to 0.85%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2023-09-27
28 Sep 2022 0.86% In the prospectusTotal annual fund operating expenses in the prospectus dated 2022-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2021 0.86% In the prospectusTotal annual fund operating expenses in the prospectus dated 2021-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2021 0.86% Cut from 0.91% to 0.86%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2021-09-27
28 Sep 2020 0.91% In the prospectusTotal annual fund operating expenses in the prospectus dated 2020-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2020 0.91% Raised from 0.90% to 0.91%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2020-09-25
27 Sep 2019 0.90% In the prospectusTotal annual fund operating expenses in the prospectus dated 2019-09-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Sep 2019 0.90% Cut from 0.92% to 0.90%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2019-10-18
28 Sep 2018 0.92% In the prospectusTotal annual fund operating expenses in the prospectus dated 2018-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2018 0.92% Cut from 0.96% to 0.92%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2018-10-19
28 Sep 2017 0.96% In the prospectusTotal annual fund operating expenses in the prospectus dated 2017-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2017 0.96% Cut from 5.69% to 0.96%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2017-10-19
28 Sep 2016 5.69% In the prospectusTotal annual fund operating expenses in the prospectus dated 2016-09-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Sep 2016 5.69% Raised from 2.48% to 5.69%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2016-10-19
14 Sep 2015 2.48% In the prospectusTotal annual fund operating expenses in the prospectus dated 2015-09-14 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 0.69% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$861 in fees over 10 years

After fees, $10,000 grows to $15,224.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$71
3 years$221
5 years$385
10 years$861

How we read this figure

The figure is the total annual fund operating expenses line of the fee table in the fund's prospectus, as tagged in the fund company's filing with the SEC. The SEC publishes these figures rounded to four decimal places, so 0.015% appears as 0.02%. The fund company's own page may show a more precise number.

SEC filings give 11 prospectuses for this share class since 2015. Each one is listed above with a link to the filing.

How we read fees

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