BRWVX Mutual Fund

BRWVX Mutual Fund (MFS Blended Research Growth Equity Fund Class R6) is managed by MFS Investment Management with $277.1M in net assets. BRWVX expense ratio is 0.33%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWVX performance shows a YTD return of 4.84%. The 1-year return is 12.04% and the 5-year return is 12.18%. BRWVX dividend yield stands at 6.12%, paid annually.

BRWVX top holdings include Nvidia Corp (15.5%), Apple, Inc (7.3%), Alphabet Inc,class A (6.5%), Microsoft Corp (6.1%), Alphabet Inc (4.3%). Go to all BRWVX holdings, BRWVX sectors, or BRWVX dividends.

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