BRWTX Mutual Fund

BRWTX Mutual Fund

NAV$27.32
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Fund Essentials - as of Sep 30, 2026

Net Assets
$9M
Expense Ratio
0.64%
Dividend Yield (Current)
-
Holdings
75
Inception Date
Sep 15, 2015
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.44%
1 Year+1.82%
3 Year+24.01%
5 Year+10.84%
10 Year+16.15%

Asset Allocation

Stocks: 99.07%
Cash: 0.93%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp16.12%
AAPLApple Inc7.35%
MSFTMicrosoft Corp6.36%
GOOGLAlphabet Inc5.91%
MUMicron Technology, Inc.4.99%
Top 10 Concentration: 56.21%Report Date: Sep 30, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$3.46
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BRWTX Mutual Fund Overview

BRWTX Mutual Fund (MFS Blended Research Growth Equity Fund Class R3) is managed by MFS Investment Management with $9.3M in net assets. BRWTX expense ratio is 0.64%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWTX performance shows a YTD return of 4.44%. The 1-year return is 1.82% and the 5-year return is 10.84%.

BRWTX 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 BRWTX holdings, BRWTX sectors, or BRWTX dividends.

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