BRWRX Mutual Fund
BRWRX Mutual Fund
BRWRX Mutual Fund
MFS Blended Research Growth Equity Fund Class R1
BRWRX Mutual Fund Overview
BRWRX Mutual Fund (MFS Blended Research Growth Equity Fund Class R1) is managed by MFS Investment Management with $1.0M in net assets. BRWRX expense ratio is 1.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.
BRWRX performance shows a YTD return of 4.21%. The 1-year return is 10.82% and the 5-year return is 10.98%. BRWRX dividend yield stands at 6.64%, paid annually.
BRWRX top holdings include Nvidia Corp. (13.0%), Apple, Inc (10.2%), Microsoft Corp (8.4%), Amazon.Com Inc (4.4%), Broadcom Inc (4.2%). Go to all BRWRX holdings, BRWRX sectors, or BRWRX dividends.
BRWRX can be compared against other funds. Use BRWRX overlap to find shared positions, or BRWRX vs another fund for a side-by-side view. BRWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.