BRWJX Mutual Fund

BRWJX Mutual Fund (MFS Blended Research Growth Equity Fund Class I) is managed by MFS Investment Management with $274.0M 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 4.67%. The 1-year return is 2.04% and the 5-year return is 11.10%. BRWJX dividend yield stands at 6.33%, paid annually.

BRWJX top holdings include Nvidia Corp (16.1%), Apple Inc (7.3%), Microsoft Corp (6.4%), Alphabet Inc (5.9%), Micron Technology, Inc. (5.0%). 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.