BRWTX Mutual Fund

BRWTX Mutual Fund (MFS Blended Research Growth Equity Fund Class R3) is managed by MFS Investment Management with $5.2M 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 4.62%. The 1-year return is 11.65% and the 5-year return is 11.81%. BRWTX dividend yield stands at 6.18%, paid annually.

BRWTX top holdings include Nvidia Corp. (15.5%), Apple Inc Ord (7.3%), Alphabet Inc. Class A (6.5%), Microsoft Corp 4.100 Feb 06 37 (6.1%), Alphabet, Inc., Class C (4.3%). 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.