BRWSX Mutual Fund

BRWSX Mutual Fund (MFS Blended Research Growth Equity Fund Class R2) is managed by MFS Investment Management with $800,061.87 in net assets. BRWSX expense ratio is 0.89%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWSX performance shows a YTD return of 4.49%. The 1-year return is 11.37% and the 5-year return is 11.54%. BRWSX dividend yield stands at 6.03%, paid annually.

BRWSX 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 BRWSX holdings, BRWSX sectors, or BRWSX dividends.

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