BRWCX Mutual Fund

BRWCX Mutual Fund (MFS Blended Research Growth Equity Fund Class C) is managed by MFS Investment Management with $5.9M in net assets. BRWCX expense ratio is 1.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWCX performance shows a YTD return of 4.21%. The 1-year return is 10.84% and the 5-year return is 10.98%. BRWCX dividend yield stands at 6.41%, paid annually.

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

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