BRWSX Mutual Fund
BRWSX Mutual Fund
BRWSX Mutual Fund
MFS Blended Research Growth Equity Fund Class R2
BRWSX Mutual Fund Overview
BRWSX Mutual Fund (MFS Blended Research Growth Equity Fund Class R2) is managed by MFS Investment Management with $823,624.19 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 6.25%, paid annually.
BRWSX 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 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.