BRWUX Mutual Fund
BRWUX Mutual Fund
BRWUX Mutual Fund
MFS Blended Research Growth Equity Fund Class R4
BRWUX Mutual Fund Overview
BRWUX Mutual Fund (MFS Blended Research Growth Equity Fund Class R4) is managed by MFS Investment Management with $9.0M in net assets. BRWUX expense ratio is 0.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.
BRWUX performance shows a YTD return of 4.81%. The 1-year return is 11.94% and the 5-year return is 12.08%. BRWUX dividend yield stands at 6.30%, paid annually.
BRWUX 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 BRWUX holdings, BRWUX sectors, or BRWUX dividends.
BRWUX can be compared against other funds. Use BRWUX overlap to find shared positions, or BRWUX vs another fund for a side-by-side view. BRWUX alternatives are available via the screener, along with tax-loss harvesting opportunities.