BRWBX Mutual Fund

BRWBX Mutual Fund (MFS Blended Research Growth Equity Fund Class B) is managed by MFS Investment Management with $318,316.85 in net assets. BRWBX expense ratio is 1.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWBX performance shows a YTD return of 8.10%. The 1-year return is 13.20% and the 5-year return is 11.01%. BRWBX dividend yield stands at 6.40%, paid annually.

BRWBX 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 BRWBX holdings, BRWBX sectors, or BRWBX dividends.

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