BRWAX Mutual Fund

BRWAX Mutual Fund (MFS Blended Research Growth Equity Fund Class A) is managed by MFS Investment Management with $189.4M in net assets. BRWAX expense ratio is 0.64%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWAX performance shows a YTD return of 8.62%. The 1-year return is 14.07% and the 5-year return is 11.84%. BRWAX dividend yield stands at 6.00%, paid annually.

BRWAX top holdings include Nvidia Corp (15.5%), Apple, Inc (7.3%), Alphabet Inc,class A (6.5%), Microsoft Corp (6.1%), Alphabet Inc. C (4.3%). Go to all BRWAX holdings, BRWAX sectors, or BRWAX dividends.

BRWAX can be compared against other funds. Use BRWAX overlap to find shared positions, or BRWAX vs another fund for a side-by-side view. BRWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.