BRWJX Mutual Fund
BRWJX Mutual Fund
BRWJX Mutual Fund
MFS Blended Research Growth Equity Fund Class I
BRWJX Mutual Fund Overview
BRWJX Mutual Fund (MFS Blended Research Growth Equity Fund Class I) is managed by MFS Investment Management with $268.5M in net assets. BRWJX expense ratio is 0.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.
BRWJX performance shows a YTD return of 7.79%. The 1-year return is 18.82% and the 5-year return is 13.49%. BRWJX dividend yield stands at 6.15%, paid annually.
BRWJX top holdings include Nvidia Corp (13.0%), Apple Inc (10.2%), Microsoft Corp 4.100 Feb 06 37 (8.4%), Amazon.Com Inc (4.4%), Broadcom Inc (4.2%). Go to all BRWJX holdings, BRWJX sectors, or BRWJX dividends.
BRWJX can be compared against other funds. Use BRWJX overlap to find shared positions, or BRWJX vs another fund for a side-by-side view. BRWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.